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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
2201
– –
-7,553
2202
– –
-15,364
2203
– –
-11,681
2204
– –
-29,007
2205
– –
-12,679
2206
– –
-1,200
2207
– –
-5,493
2208
– –
-14,099
2209
– –
-24,509
2210
– –
-2,944
2211
– –
-3,294
2212
– –
-21,154
2213
– –
-58,080
2214
– –
-3,688
2215
– –
-4,944
2216
– –
-16,606
2217
– –
-10,940
2218
– –
-32,861
2219
– –
-10,067
2220
– –
-14,149
2221
– –
-21,478
2222
– –
-10,082
2223
– –
-10,363
2224
– –
-13,800
2225
– –
-8,085
87 88
89
90 91