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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
$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
– –
-11,518
2130
– –
-51,827
2131
– –
-16,963
2132
– –
-9,146
2133
– –
-25,271
2134
– –
-5,437
2135
– –
-8,622
2136
– –
-100,416
2137
– –
-26,960
2138
– –
-9,403
2139
– –
-7,683
2140
– –
-8,764
2141
– –
-5,552
2142
– –
-3,474
2143
– –
-2,845
2144
– –
-3,648
2145
– –
-1,195
2146
– –
-2,509
2147
– –
-10,774
2148
– –
-11,575
2149
– –
-83,084
2150
– –
-11,537
84 85
86
87 88