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
2201
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-16,855
2202
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-121,205
2203
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-15,551
2204
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-443
2205
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-14,635
2206
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-45,227
2207
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-3,789
2208
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-10,028
2209
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-7,553
2210
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-15,364
2211
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-11,681
2212
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-29,007
2213
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-12,679
2214
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-1,200
2215
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-5,493
2216
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-14,099
2217
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-24,509
2218
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-2,944
2219
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-3,294
2220
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-21,154
2221
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-58,080
2222
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-3,688
2223
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-4,944
2224
– –
-16,606
2225
– –
-10,940
87 88
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