Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
1951
– –
-10,089
1952
– –
-6,338
1953
– –
-9,946
1954
– –
-14,076
1955
– –
-15,137
1956
– –
-2,944
1957
– –
-20,210
1958
– –
-4,031
1959
– –
-11,086
1960
– –
-65,334
1961
– –
-18,994
1962
– –
-249
1963
– –
-2,949
1964
– –
-4,576
1965
– –
-5,402
1966
– –
-4,973
1967
– –
-28,197
1968
– –
-6,533
1969
– –
-38
1970
– –
-13,558
1971
– –
-3,988
1972
– –
-3,675
1973
– –
-14,917
1974
– –
-23,535
1975
– –
-91,802
77 78
79
80 81