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
326
$2.81M 0.05%
134,660
+90,560
327
$2.81M 0.05%
147,428
+21,313
328
$2.81M 0.05%
13,110
+1,758
329
$2.8M 0.05%
110,790
+54,183
330
$2.8M 0.05%
35,226
+2,695
331
$2.8M 0.05%
60,356
+9,312
332
$2.79M 0.05%
71,558
+932
333
$2.75M 0.05%
130,724
+59,139
334
$2.74M 0.05%
22,538
-477
335
$2.74M 0.05%
92,330
-18,497
336
$2.73M 0.05%
32,020
+704
337
$2.73M 0.05%
123,289
+15,226
338
$2.7M 0.05%
34,378
-996
339
$2.7M 0.05%
16,212
-495
340
$2.69M 0.05%
26,038
+4,314
341
$2.68M 0.05%
22,886
+10,989
342
$2.68M 0.05%
110,356
-10,400
343
$2.68M 0.05%
77,491
+9,263
344
$2.68M 0.05%
89,972
+47,692
345
$2.67M 0.05%
372,297
+26,596
346
$2.65M 0.05%
+62,822
347
$2.64M 0.05%
53,172
+8,639
348
$2.64M 0.05%
1,540,600
+798,400
349
$2.63M 0.05%
169,409
+53,120
350
$2.63M 0.05%
85,338
+6,253
12 13
14
15 16