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
2451
$332K ﹤0.01%
2,574
+748
2452
$332K ﹤0.01%
4,568
-184
2453
$332K ﹤0.01%
14,069
-940
2454
$331K ﹤0.01%
41,179
-6,151
2455
$331K ﹤0.01%
7,801
-420
2456
$331K ﹤0.01%
11,352
-100
2457
$330K ﹤0.01%
+13,233
2458
$330K ﹤0.01%
1,845
-51
2459
$330K ﹤0.01%
1,887
-13,928
2460
$330K ﹤0.01%
100,368
-7,035
2461
$328K ﹤0.01%
6,220
+940
2462
$328K ﹤0.01%
26,095
-2,269
2463
$327K ﹤0.01%
27,430
-1,194
2464
$327K ﹤0.01%
10,485
-12,233
2465
$327K ﹤0.01%
3,911
+586
2466
$326K ﹤0.01%
5,000
-1
2467
$326K ﹤0.01%
4,904
-735
2468
$326K ﹤0.01%
45,880
+685
2469
$325K ﹤0.01%
+13,978
2470
$325K ﹤0.01%
30,171
+1,973
2471
$325K ﹤0.01%
19,491
-1,453
2472
$325K ﹤0.01%
+11,773
2473
$324K ﹤0.01%
20,183
+3,245
2474
$322K ﹤0.01%
4,085
-23,921
2475
$322K ﹤0.01%
9,898
+100
97 98
99
100 101