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
451
$1.85M 0.03%
90,619
+1,162
452
$1.84M 0.03%
58,456
-4,767
453
$1.82M 0.03%
50,750
+31,391
454
$1.82M 0.03%
25,684
-344
455
$1.81M 0.03%
36,682
+192
456
$1.81M 0.03%
38,185
-2,146
457
$1.8M 0.03%
35,649
+12,911
458
$1.8M 0.03%
43,305
+6,972
459
$1.79M 0.03%
29,712
+9,396
460
$1.79M 0.03%
43,535
+4,925
461
$1.79M 0.03%
14,182
+1,272
462
$1.78M 0.03%
43,169
-1,922
463
$1.77M 0.03%
34,857
+173
464
$1.76M 0.03%
74,555
-3,830
465
$1.76M 0.03%
107,246
+27,888
466
$1.74M 0.03%
126,429
-132,458
467
$1.73M 0.03%
71,372
+34,770
468
$1.73M 0.03%
68,801
+23,182
469
$1.73M 0.03%
44,234
-30,425
470
$1.72M 0.03%
15,853
-234
471
$1.72M 0.03%
137,750
+36,817
472
$1.72M 0.03%
105,115
-450
473
$1.71M 0.03%
54,253
+27,345
474
$1.7M 0.03%
63,574
+28
475
$1.7M 0.03%
34,726
+1,449
17 18
19
20 21