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
401
$2.8M 0.04%
12,887
+1,121
402
$2.79M 0.04%
22,348
-76
403
$2.78M 0.04%
51,802
-1,698
404
$2.77M 0.04%
+14,536
405
$2.76M 0.04%
28,755
+16,467
406
$2.72M 0.04%
97,195
+2,030
407
$2.72M 0.04%
140,287
-14,054
408
$2.71M 0.04%
70,002
-9,125
409
$2.71M 0.04%
21,573
-137
410
$2.71M 0.04%
47,520
-3,748
411
$2.7M 0.04%
54,774
-1,919
412
$2.7M 0.04%
25,669
+3,476
413
$2.69M 0.04%
93,723
+616
414
$2.69M 0.04%
25,047
-1,628
415
$2.66M 0.04%
100,114
-2,278
416
$2.66M 0.04%
28,525
-3,452
417
$2.65M 0.04%
114,216
+65,089
418
$2.64M 0.04%
40,449
+13,490
419
$2.63M 0.04%
26,185
+935
420
$2.62M 0.04%
111,158
+17,231
421
$2.6M 0.04%
43,350
+25,969
422
$2.58M 0.04%
74,910
-5,456
423
$2.56M 0.04%
92,346
+54,576
424
$2.56M 0.04%
52,914
+7,577
425
$2.55M 0.04%
89,261
-102,200
15 16
17
18 19