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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
1976
– –
-6,468
1977
– –
-43,796
1978
– –
-14,625
1979
– –
-11,085
1980
– –
-46,232
1981
– –
-1,585
1982
– –
-5,918
1983
– –
-10,988
1984
– –
-15,288
1985
– –
-61,850
1986
– –
-21,302
1987
– –
-3,469
1988
– –
-7,373
1989
– –
-24,339
1990
– –
-29,693
1991
– –
-33,279
1992
– –
-4,089
1993
– –
-104,408
1994
– –
-22,505
1995
– –
-52,611
1996
– –
-1,521
1997
– –
-43,599
1998
– –
-10,176
1999
– –
-2,435
2000
– –
-12,033
77 78 79
80
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