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
376
$3.11M 0.05%
130,958
-469
377
$3.1M 0.05%
61,178
+6,194
378
$3.07M 0.05%
62,768
+1,248
379
$3.06M 0.04%
88,673
+10,083
380
$3.05M 0.04%
159,777
+5,874
381
$3.04M 0.04%
147,670
+3,726
382
$3.02M 0.04%
121,474
+9,638
383
$3.01M 0.04%
59,867
+1,797
384
$3M 0.04%
69,640
+2,328
385
$2.97M 0.04%
119,055
+9,765
386
$2.97M 0.04%
210,522
+47,578
387
$2.96M 0.04%
230,410
+163,121
388
$2.96M 0.04%
240,410
-13,697
389
$2.95M 0.04%
154,774
+18,563
390
$2.93M 0.04%
65,570
+17,168
391
$2.93M 0.04%
29,258
+15,331
392
$2.93M 0.04%
64,967
+9,950
393
$2.92M 0.04%
35,211
+4,435
394
$2.88M 0.04%
53,715
+2,965
395
$2.88M 0.04%
67,371
-363
396
$2.87M 0.04%
61,870
+18,691
397
$2.83M 0.04%
17,507
+1,236
398
$2.82M 0.04%
47,676
-20,894
399
$2.82M 0.04%
167,542
-5,495
400
$2.82M 0.04%
65,989
+7,715
14 15
16
17 18