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
451
$2.41M 0.04%
155,034
+60,175
452
$2.4M 0.04%
38,869
+25,968
453
$2.4M 0.04%
178,293
+13,480
454
$2.37M 0.03%
40,866
+16,264
455
$2.36M 0.03%
45,460
-6,216
456
$2.36M 0.03%
44,319
+7,689
457
$2.34M 0.03%
62,044
+38,410
458
$2.34M 0.03%
21,649
+4,372
459
$2.34M 0.03%
34,672
-7,472
460
$2.33M 0.03%
168,413
+12,209
461
$2.33M 0.03%
66,644
+10,607
462
$2.32M 0.03%
121,836
+21,265
463
$2.31M 0.03%
82,661
+12,706
464
$2.31M 0.03%
47,280
-1,678
465
$2.29M 0.03%
+12,798
466
$2.27M 0.03%
57,500
467
$2.25M 0.03%
+25,018
468
$2.24M 0.03%
+43,871
469
$2.24M 0.03%
126,626
+4,006
470
$2.23M 0.03%
79,745
-27,675
471
$2.23M 0.03%
154,013
-289,719
472
$2.22M 0.03%
33,716
-222
473
$2.21M 0.03%
12,654
+1,984
474
$2.19M 0.03%
11,434
+2,968
475
$2.19M 0.03%
72,960
+20,916
17 18
19
20 21