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
301
$4.19M 0.06%
31,434
+57
302
$4.16M 0.06%
35,592
+1,668
303
$4.16M 0.06%
25,661
-688
304
$4.11M 0.06%
184,227
+24,583
305
$4.08M 0.06%
+16
306
$4.03M 0.06%
393,474
+39,434
307
$3.99M 0.06%
254,234
+13,361
308
$3.99M 0.06%
114,726
+32,713
309
$3.96M 0.06%
107,747
+15,047
310
$3.94M 0.06%
27,751
+21,499
311
$3.9M 0.06%
71,066
-45,328
312
$3.9M 0.06%
+41,136
313
$3.88M 0.06%
101,186
+9,074
314
$3.87M 0.06%
117,267
+39,548
315
$3.86M 0.06%
59,402
+52
316
$3.86M 0.06%
28,518
+2,214
317
$3.85M 0.06%
221,390
+27,196
318
$3.83M 0.06%
105,379
+2,136
319
$3.82M 0.06%
57,437
-3,212
320
$3.81M 0.06%
160,717
+7,006
321
$3.79M 0.06%
31,153
-1,342
322
$3.79M 0.06%
126,436
+26,042
323
$3.77M 0.06%
89,702
+6,044
324
$3.75M 0.06%
194,621
+15,590
325
$3.72M 0.05%
157,320
+5,842
11 12
13
14 15