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
276
$4.58M 0.07%
251,751
-2,577
277
$4.57M 0.07%
51,448
-5,460
278
$4.54M 0.07%
164,228
+154,303
279
$4.51M 0.07%
116,585
-3,709
280
$4.49M 0.07%
82,998
+7,023
281
$4.47M 0.07%
34,439
+3,654
282
$4.45M 0.07%
169,920
+16,723
283
$4.44M 0.07%
26,973
+654
284
$4.43M 0.07%
102,513
+4,118
285
$4.42M 0.06%
124,409
+65,319
286
$4.34M 0.06%
248,082
+15,687
287
$4.33M 0.06%
143,914
+7,850
288
$4.28M 0.06%
34,589
+428
289
$4.26M 0.06%
52,729
+57
290
$4.25M 0.06%
+81,242
291
$4.25M 0.06%
37,131
+1,753
292
$4.24M 0.06%
+47,974
293
$4.24M 0.06%
+87,985
294
$4.23M 0.06%
+7,325
295
$4.23M 0.06%
170,288
+1,058
296
$4.23M 0.06%
38,440
+12,993
297
$4.21M 0.06%
+108,262
298
$4.2M 0.06%
102,388
+94,860
299
$4.19M 0.06%
71,087
+175
300
$4.19M 0.06%
67,441
-389
10 11
12
13 14