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
$6.8B
AUM Growth
+$947M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$50.5M
3
+$37.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.3M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$22.4M

Top Sells

1
+$10.1M
2
+$8.1M
3
+$7.41M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.19M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$7.14M

Sector Composition

1 Technology 5%
2 Financials 4.82%
3 Healthcare 4.39%
4 Industrials 4.18%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.69M 0.08%
500,302
-4,138
227
$5.67M 0.08%
205,832
+82,882
228
$5.63M 0.08%
80,965
+217
229
$5.61M 0.08%
75,522
-109,036
230
$5.6M 0.08%
109,806
-5,193
231
$5.6M 0.08%
65,342
+2,485
232
$5.59M 0.08%
76,233
+11,333
233
$5.58M 0.08%
82,671
+10,484
234
$5.58M 0.08%
36,731
+1,590
235
$5.57M 0.08%
28,136
+1,774
236
$5.57M 0.08%
89,104
-4,574
237
$5.56M 0.08%
230,580
-35,040
238
$5.51M 0.08%
135,687
+123,414
239
$5.5M 0.08%
258,117
+30,542
240
$5.49M 0.08%
+43,422
241
$5.46M 0.08%
69,065
+5,390
242
$5.44M 0.08%
198,698
-59,945
243
$5.42M 0.08%
124,316
+9,805
244
$5.34M 0.08%
121,537
-15,124
245
$5.32M 0.08%
96,820
+4,490
246
$5.3M 0.08%
151,436
+4,416
247
$5.21M 0.08%
35,857
+2,674
248
$5.17M 0.08%
323,824
-26,436
249
$5.15M 0.08%
164,848
+30,980
250
$5.11M 0.08%
530,898
+33,096
8 9
10
11 12