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
251
$4.16M 0.08%
65,166
+2,587
252
$4.12M 0.08%
74,731
+5,413
253
$4.12M 0.08%
134,760
+8,556
254
$4.12M 0.08%
78,157
+1,812
255
$4.11M 0.08%
417,310
+32,050
256
$4.06M 0.08%
165,954
+21,366
257
$4.06M 0.08%
166,975
+121,459
258
$4.05M 0.08%
29,759
+4,728
259
$4.04M 0.08%
94,213
+4,145
260
$4.02M 0.07%
108,538
+3,038
261
$3.98M 0.07%
186,471
+117,481
262
$3.97M 0.07%
64,322
+3,206
263
$3.96M 0.07%
17,190
-1,031
264
$3.95M 0.07%
103,676
-21,215
265
$3.94M 0.07%
184,166
+97,529
266
$3.91M 0.07%
74,673
+8,065
267
$3.91M 0.07%
71,692
+5,512
268
$3.85M 0.07%
162,338
+10,381
269
$3.85M 0.07%
474,739
-78,057
270
$3.79M 0.07%
36,269
+1,352
271
$3.79M 0.07%
22,726
+7,009
272
$3.75M 0.07%
34,717
-3,218
273
$3.75M 0.07%
108,452
-1,795
274
$3.74M 0.07%
175,408
+65,678
275
$3.72M 0.07%
46,505
+2,879
9 10
11
12 13