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
351
$2.62M 0.05%
+72,968
352
$2.6M 0.05%
56,920
-13,426
353
$2.6M 0.05%
242,328
+67,478
354
$2.59M 0.05%
40,327
+3,661
355
$2.58M 0.05%
51,696
+1,558
356
$2.58M 0.05%
20,499
+3,641
357
$2.57M 0.05%
29,435
-11,083
358
$2.56M 0.05%
65,808
-9,818
359
$2.56M 0.05%
42,759
-931
360
$2.53M 0.05%
101,570
-5,715
361
$2.52M 0.05%
73,371
+6,828
362
$2.51M 0.05%
88,018
+38,038
363
$2.51M 0.05%
99,858
+6,613
364
$2.5M 0.05%
48,729
+5,549
365
$2.5M 0.05%
+30,945
366
$2.5M 0.05%
25,106
+4,751
367
$2.5M 0.05%
52,599
-4,004
368
$2.49M 0.05%
18,369
+862
369
$2.47M 0.05%
+28,055
370
$2.47M 0.05%
71,598
+881
371
$2.47M 0.05%
181,365
+14,715
372
$2.47M 0.05%
67,047
+1,250
373
$2.46M 0.05%
58,727
+10,332
374
$2.46M 0.05%
35,314
+1,808
375
$2.44M 0.05%
63,303
+3,154
13 14
15
16 17