Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.39B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,844
New
Increased
Reduced
Closed

Top Buys

1
+$96.5M
2
+$35.2M
3
+$31.1M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.7M
5
AMZN icon
Amazon
AMZN
+$19M

Top Sells

1
+$19.1M
2
+$16.4M
3
+$16.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.43M

Sector Composition

1 Technology 4.53%
2 Healthcare 4.34%
3 Financials 4.32%
4 Industrials 4.27%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.5M 0.08%
62,287
+11,045
227
$4.47M 0.08%
157,746
-28,266
228
$4.46M 0.08%
405,352
+52,105
229
$4.46M 0.08%
45,701
-1,083
230
$4.4M 0.08%
41,353
+5,534
231
$4.39M 0.08%
179,096
+86,797
232
$4.38M 0.08%
231,547
-5,946
233
$4.37M 0.08%
39,726
+3,486
234
$4.35M 0.08%
239,091
+22,941
235
$4.34M 0.08%
98,909
+1,003
236
$4.33M 0.08%
36,018
+2,120
237
$4.33M 0.08%
205,595
+17,785
238
$4.31M 0.08%
74,427
+5,677
239
$4.31M 0.08%
64,310
+1,378
240
$4.3M 0.08%
169,394
+24,786
241
$4.3M 0.08%
34,315
+1,350
242
$4.28M 0.08%
70,252
+206
243
$4.25M 0.08%
55,374
+11,321
244
$4.24M 0.08%
61,882
-1,211
245
$4.23M 0.08%
189,032
-15,550
246
$4.23M 0.08%
52,448
+22,538
247
$4.21M 0.08%
28,280
-1,678
248
$4.19M 0.08%
121,602
+54,838
249
$4.18M 0.08%
39,881
+2,754
250
$4.18M 0.08%
56,643
+422
8 9
10
11 12