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
2376
$365K ﹤0.01%
46,262
-17,785
2377
$364K ﹤0.01%
6,345
-712
2378
$364K ﹤0.01%
9,110
-406
2379
$364K ﹤0.01%
7,883
-1,774
2380
$364K ﹤0.01%
34,220
+2,811
2381
$364K ﹤0.01%
10,270
+50
2382
$363K ﹤0.01%
12,721
-671
2383
$363K ﹤0.01%
1,729
2384
$363K ﹤0.01%
36,410
+25,159
2385
$363K ﹤0.01%
31,166
-261
2386
$362K ﹤0.01%
28,385
-1,182
2387
$362K ﹤0.01%
21,349
-7,936
2388
$361K ﹤0.01%
17,367
-4,098
2389
$361K ﹤0.01%
16,714
+48
2390
$360K ﹤0.01%
2,483
-13
2391
$360K ﹤0.01%
13,697
-1,623
2392
$360K ﹤0.01%
49,507
-77
2393
$360K ﹤0.01%
9,278
-226
2394
$360K ﹤0.01%
18,594
+228
2395
$360K ﹤0.01%
30,966
+4,675
2396
$359K ﹤0.01%
7,854
-1,252
2397
$359K ﹤0.01%
45,484
-294
2398
$358K ﹤0.01%
7,698
+339
2399
$358K ﹤0.01%
18,943
2400
$358K ﹤0.01%
6,159
-117
94 95
96
97 98