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
351
$3.33M 0.05%
25,090
-774
352
$3.32M 0.05%
333,286
-19,004
353
$3.32M 0.05%
61,344
+16,584
354
$3.31M 0.05%
104,501
-67,860
355
$3.3M 0.05%
47,216
-102,142
356
$3.3M 0.05%
44,115
+897
357
$3.29M 0.05%
161,104
+142,915
358
$3.26M 0.05%
132,962
-20,806
359
$3.25M 0.05%
+78,739
360
$3.24M 0.05%
+31,594
361
$3.23M 0.05%
50,575
+3,943
362
$3.22M 0.05%
489,443
-14,488
363
$3.22M 0.05%
100,700
-3,558
364
$3.21M 0.05%
63,076
-60,494
365
$3.2M 0.05%
95,500
+15,286
366
$3.2M 0.05%
52,608
-564
367
$3.19M 0.05%
31,491
+983
368
$3.17M 0.05%
33,892
+6,207
369
$3.16M 0.05%
+37,565
370
$3.15M 0.05%
140,896
-8,437
371
$3.15M 0.05%
12,964
+185
372
$3.15M 0.05%
122,273
-6,168
373
$3.15M 0.05%
76,733
-19,990
374
$3.14M 0.05%
54,550
+4,565
375
$3.13M 0.05%
143,815
-6,655
13 14
15
16 17