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
376
$2.44M 0.05%
32,669
+1,243
377
$2.43M 0.05%
97,218
-5,092
378
$2.42M 0.04%
+19,308
379
$2.39M 0.04%
74,712
+4,955
380
$2.38M 0.04%
51,857
+8,781
381
$2.36M 0.04%
25,818
-2,960
382
$2.36M 0.04%
52,454
-44,174
383
$2.35M 0.04%
32,261
+1,094
384
$2.35M 0.04%
59,235
+22,678
385
$2.33M 0.04%
130,865
386
$2.32M 0.04%
63,177
-1,441
387
$2.31M 0.04%
29,315
+10,806
388
$2.31M 0.04%
51,328
-1,700
389
$2.3M 0.04%
69,514
+13,861
390
$2.28M 0.04%
87,494
-352
391
$2.27M 0.04%
82,694
-21,972
392
$2.26M 0.04%
77,540
+46
393
$2.25M 0.04%
19,530
+705
394
$2.25M 0.04%
47,731
-5,372
395
$2.25M 0.04%
97,411
-4,062
396
$2.24M 0.04%
52,950
+1,920
397
$2.22M 0.04%
33,232
+21,324
398
$2.22M 0.04%
57,790
+11,644
399
$2.22M 0.04%
+111,800
400
$2.21M 0.04%
+12,615
14 15
16
17 18