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
426
$2.05M 0.04%
31,371
-309
427
$2.04M 0.04%
27,112
+377
428
$2.04M 0.04%
26,402
+2,031
429
$2.04M 0.04%
154,120
+36,757
430
$2.03M 0.04%
+41,540
431
$2.01M 0.04%
127,046
+1,407
432
$2.01M 0.04%
156,630
+38,290
433
$2M 0.04%
71,992
-2,166
434
$2M 0.04%
32,794
+16,249
435
$1.99M 0.04%
42,968
+5,828
436
$1.98M 0.04%
29,303
+7,904
437
$1.98M 0.04%
189,852
+18,228
438
$1.98M 0.04%
65,990
+10,730
439
$1.98M 0.04%
53,813
+11,354
440
$1.94M 0.04%
125,049
-36,774
441
$1.93M 0.04%
25,333
+57
442
$1.92M 0.04%
39,011
+1,141
443
$1.92M 0.04%
45,144
+2,397
444
$1.92M 0.04%
8,597
-278
445
$1.9M 0.04%
69,221
+13,733
446
$1.89M 0.04%
29,250
-4,002
447
$1.87M 0.03%
15,200
+9,193
448
$1.87M 0.03%
45,936
+1
449
$1.86M 0.03%
115,821
-26,598
450
$1.86M 0.03%
113,466
+271
16 17
18
19 20