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
$21.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$39.6M
3
+$36.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$35.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.6M

Top Sells

1
+$41.5M
2
+$36.1M
3
+$27.3M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$22.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$22.9M

Sector Composition

1 Technology 10.43%
2 Financials 4.62%
3 Consumer Discretionary 4.22%
4 Healthcare 3.87%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$426K ﹤0.01%
70,844
+2,172
2252
$426K ﹤0.01%
9,224
-6,608
2253
$425K ﹤0.01%
16,625
-780
2254
$424K ﹤0.01%
20,925
-1,486
2255
$421K ﹤0.01%
2,128
-141
2256
$421K ﹤0.01%
2,581
+51
2257
$421K ﹤0.01%
4,044
+101
2258
$421K ﹤0.01%
1,124
+142
2259
$420K ﹤0.01%
9,209
+1,773
2260
$419K ﹤0.01%
1,930
-70
2261
$418K ﹤0.01%
5,876
-28,738
2262
$418K ﹤0.01%
25,238
+6,614
2263
$417K ﹤0.01%
3,635
+467
2264
$416K ﹤0.01%
9,493
+24
2265
$415K ﹤0.01%
5,795
2266
$415K ﹤0.01%
38,466
-5,972
2267
$415K ﹤0.01%
18,087
-8,174
2268
$415K ﹤0.01%
16,118
+3,262
2269
$414K ﹤0.01%
3,832
+655
2270
$414K ﹤0.01%
16,825
+4,416
2271
$414K ﹤0.01%
17,855
-3,625
2272
$414K ﹤0.01%
3,375
+33
2273
$413K ﹤0.01%
4,221
-447
2274
$413K ﹤0.01%
7,324
+475
2275
$413K ﹤0.01%
8,422
-153
89 90
91
92 93