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
301
$3.19M 0.06%
56,803
-6,059
302
$3.13M 0.06%
17,945
+3,721
303
$3.12M 0.06%
136,723
+7,413
304
$3.11M 0.06%
65,931
-3,931
305
$3.11M 0.06%
32,009
+1,967
306
$3.06M 0.06%
52,398
+5,395
307
$3.03M 0.06%
43,221
+7,343
308
$3M 0.06%
283,510
-3,250
309
$2.95M 0.05%
87,233
-7,013
310
$2.94M 0.05%
92,019
-3,213
311
$2.93M 0.05%
24,323
-979
312
$2.92M 0.05%
59,530
+55
313
$2.9M 0.05%
148,689
+389
314
$2.9M 0.05%
113,767
+1,295
315
$2.9M 0.05%
190,771
-4,464
316
$2.89M 0.05%
53,328
+2,388
317
$2.88M 0.05%
+60,610
318
$2.88M 0.05%
54,405
+12,154
319
$2.87M 0.05%
110,650
+50,396
320
$2.85M 0.05%
131,870
+20
321
$2.85M 0.05%
214,089
-17,858
322
$2.84M 0.05%
169,184
-16,707
323
$2.84M 0.05%
81,354
+55,936
324
$2.83M 0.05%
275,318
+13,507
325
$2.82M 0.05%
39,880
+119
11 12
13
14 15