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
251
$5.07M 0.07%
+26,920
252
$5.04M 0.07%
46,250
-492
253
$5.02M 0.07%
29,763
+300
254
$5.01M 0.07%
165,510
+533
255
$5M 0.07%
80,060
+32,457
256
$4.96M 0.07%
41,765
+62
257
$4.91M 0.07%
94,517
-1,107
258
$4.89M 0.07%
112,197
+11,043
259
$4.87M 0.07%
88,225
+5,089
260
$4.85M 0.07%
93,587
+6,154
261
$4.84M 0.07%
53,968
+5,355
262
$4.82M 0.07%
89,444
+398
263
$4.82M 0.07%
153,783
+122,635
264
$4.79M 0.07%
64,643
-4,636
265
$4.78M 0.07%
38,652
-534
266
$4.76M 0.07%
73,218
+62,644
267
$4.75M 0.07%
40,391
+5,340
268
$4.71M 0.07%
377,440
-21,600
269
$4.7M 0.07%
140,923
+22,949
270
$4.69M 0.07%
42,587
+3,364
271
$4.68M 0.07%
72,407
+8,204
272
$4.66M 0.07%
42,691
+7,402
273
$4.6M 0.07%
68,833
+4,044
274
$4.6M 0.07%
54,704
-56,190
275
$4.6M 0.07%
77,137
+7,234
9 10
11
12 13