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
426
$2.55M 0.04%
36,614
-11,973
427
$2.54M 0.04%
64,877
+3,657
428
$2.54M 0.04%
35,565
+4,616
429
$2.53M 0.04%
59,550
-50
430
$2.53M 0.04%
17,992
+2,395
431
$2.53M 0.04%
118,829
-20,086
432
$2.52M 0.04%
97,967
+15,530
433
$2.5M 0.04%
46,486
-187,014
434
$2.49M 0.04%
138,716
+57,961
435
$2.49M 0.04%
21,080
+686
436
$2.49M 0.04%
54,667
+4,935
437
$2.49M 0.04%
61,939
-647
438
$2.48M 0.04%
47,385
-1,973
439
$2.48M 0.04%
40,345
-1,951
440
$2.47M 0.04%
105,971
+17,194
441
$2.47M 0.04%
53,762
+3,295
442
$2.47M 0.04%
25,072
+117
443
$2.46M 0.04%
47,131
+17,585
444
$2.45M 0.04%
34,879
-81
445
$2.44M 0.04%
27,460
+11,047
446
$2.43M 0.04%
72,077
+16,221
447
$2.43M 0.04%
51,022
+11,664
448
$2.43M 0.04%
193,146
-74,300
449
$2.42M 0.04%
229,252
-9,562
450
$2.42M 0.04%
36,701
+1,434
16 17
18
19 20