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
326
$3.72M 0.05%
337,651
+20,331
327
$3.71M 0.05%
149,406
+34,059
328
$3.69M 0.05%
59,994
+17,974
329
$3.69M 0.05%
192,635
-19,562
330
$3.69M 0.05%
74,373
+10,953
331
$3.68M 0.05%
33,104
+3,719
332
$3.67M 0.05%
54,892
+6,842
333
$3.66M 0.05%
25,907
+4,626
334
$3.64M 0.05%
94,577
+5,374
335
$3.57M 0.05%
46,370
+1,661
336
$3.55M 0.05%
12,352
-1,091
337
$3.55M 0.05%
33,452
-865
338
$3.49M 0.05%
309,129
+10,279
339
$3.48M 0.05%
440,200
+70,616
340
$3.48M 0.05%
69,107
-887
341
$3.47M 0.05%
131,650
-30
342
$3.42M 0.05%
420,750
-47,786
343
$3.41M 0.05%
+75,171
344
$3.4M 0.05%
+35,950
345
$3.38M 0.05%
64,891
+35,504
346
$3.37M 0.05%
59,818
+9,393
347
$3.37M 0.05%
33,561
+1,819
348
$3.34M 0.05%
72,187
+58,954
349
$3.34M 0.05%
62,196
+6,737
350
$3.33M 0.05%
82,653
+4,486
12 13
14
15 16