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
401
$2.21M 0.04%
17,481
-585
402
$2.21M 0.04%
+73,272
403
$2.2M 0.04%
43,780
-7,828
404
$2.19M 0.04%
42,596
+13,940
405
$2.19M 0.04%
+34,120
406
$2.18M 0.04%
+23,918
407
$2.16M 0.04%
68,159
+1,643
408
$2.16M 0.04%
99,380
+81,593
409
$2.16M 0.04%
+11,843
410
$2.15M 0.04%
22,531
-2,085
411
$2.14M 0.04%
66,396
+145
412
$2.14M 0.04%
23,759
+2,428
413
$2.13M 0.04%
34,601
+2,991
414
$2.12M 0.04%
73,633
-7,542
415
$2.11M 0.04%
86,881
+66,023
416
$2.1M 0.04%
28,820
+2,104
417
$2.09M 0.04%
105,591
+14,619
418
$2.09M 0.04%
51,025
+3,497
419
$2.08M 0.04%
46,320
+5,819
420
$2.07M 0.04%
64,830
-8,586
421
$2.06M 0.04%
41,520
-1,493
422
$2.06M 0.04%
58,495
+1,480
423
$2.06M 0.04%
108,028
+26,579
424
$2.05M 0.04%
+51,093
425
$2.05M 0.04%
81,529
+11,182
15 16
17
18 19