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
276
$3.72M 0.07%
27,800
+3,258
277
$3.71M 0.07%
314,214
-46,244
278
$3.66M 0.07%
57,872
+1,866
279
$3.65M 0.07%
29,841
+452
280
$3.6M 0.07%
73,994
-337,066
281
$3.57M 0.07%
145,800
-15,420
282
$3.53M 0.07%
50,094
+3,793
283
$3.47M 0.06%
74,562
+5,238
284
$3.47M 0.06%
32,774
+2,102
285
$3.44M 0.06%
178,155
-13,690
286
$3.44M 0.06%
2,336
+149
287
$3.43M 0.06%
+29,968
288
$3.42M 0.06%
57,036
+263
289
$3.41M 0.06%
144,150
-7,306
290
$3.37M 0.06%
331,119
+8,100
291
$3.36M 0.06%
242,629
+28,053
292
$3.35M 0.06%
147,919
+73,853
293
$3.33M 0.06%
28,932
+25,639
294
$3.32M 0.06%
31,059
+11,250
295
$3.31M 0.06%
25,816
-3,290
296
$3.28M 0.06%
+78,136
297
$3.25M 0.06%
127,350
+52,954
298
$3.24M 0.06%
+15
299
$3.23M 0.06%
303,623
+10,683
300
$3.22M 0.06%
139,872
+175
10 11
12
13 14