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
$13B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$30.8M
3
+$30.6M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$23.2M
2
+$13.9M
3
+$12.9M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$11.8M

Sector Composition

1 Technology 6.93%
2 Financials 4.91%
3 Healthcare 4.18%
4 Consumer Discretionary 3.53%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-21,386
2402
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-10,511
2403
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-12,924
2404
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-1,452
2405
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-33,465
2406
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-15,991
2407
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-16,677
2408
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-1,384
2409
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-10,732
2410
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-10,929
2411
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-13,788
2412
– –
-3,823
2413
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-4,361
2414
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-8,113
2415
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-2,483
2416
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-5,976
2417
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-13,391
2418
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-40,771
2419
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-4,084
2420
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-13,342
2421
– –
-4,903
2422
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-6,233
2423
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-5,601
2424
– –
-4,096
2425
– –
-12,380
95 96
97
98 99