Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.8B
AUM Growth
+$947M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$49.6M
3
+$36.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$22.1M

Top Sells

1
+$9.78M
2
+$8.06M
3
+$7.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.06M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$7.06M

Sector Composition

1 Technology 4.99%
2 Financials 4.82%
3 Healthcare 4.39%
4 Industrials 4.19%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-23,217
1927
– –
-2,968
1928
– –
-12,500
1929
– –
-11,194
1930
– –
-1,453
1931
– –
-6,317
1932
– –
-8,780
1933
– –
-11,500
1934
– –
-1,521
1935
– –
-43,599
1936
– –
-4,437
1937
– –
-4,818
1938
– –
-24,476
1939
– –
-9,418
1940
– –
-3,309
1941
– –
-23,880
1942
– –
-3,977
1943
– –
-6,448
1944
– –
-2,155
1945
– –
-11,367
1946
– –
-1,054
1947
– –
-6,508
1948
– –
-9,032
1949
– –
-5,669
1950
– –
-3,564
76 77
78
79 80