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
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$14.4M
3
+$14.4M
4
BND icon
Vanguard Total Bond Market
BND
+$14.1M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.6M

Top Sells

1
+$24.6M
2
+$10.2M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9.59M
5
NOC icon
Northrop Grumman
NOC
+$9.5M

Sector Composition

1 Technology 5.47%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.75%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$12K ﹤0.01%
+600
2127
$12K ﹤0.01%
11,935
+311
2128
– –
0
2129
– –
-7,677
2130
– –
-17,939
2131
– –
-1,928
2132
– –
-13,712
2133
– –
-89,142
2134
– –
-44,683
2135
– –
-10,000
2136
– –
-11,338
2137
– –
-5,293
2138
– –
-39,150
2139
– –
-14,395
2140
– –
-31,367
2141
– –
-10,050
2142
– –
-10,253
2143
– –
-22,307
2144
– –
-8,700
2145
– –
-34,900
2146
– –
-6,734
2147
– –
-9,179
2148
– –
-4,564
2149
– –
-388
2150
– –
-38,980
84 85
86
87 88