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
26
$33.3M 0.62%
370,661
+3,476
27
$32.7M 0.61%
276,675
-15,170
28
$31.9M 0.59%
288,676
-59,564
29
$31M 0.58%
314,590
+48,144
30
$30.9M 0.57%
245,699
+8,286
31
$30.4M 0.56%
770,154
+89,930
32
$30.1M 0.56%
1,313,004
+139,797
33
$29M 0.54%
210,752
-8,583
34
$28.6M 0.53%
688,311
+63,460
35
$28M 0.52%
235,977
+5,999
36
$27M 0.5%
871,210
+251,530
37
$26.7M 0.5%
451,897
+133,459
38
$26.6M 0.49%
624,737
+53,565
39
$26.4M 0.49%
831,994
+79,063
40
$26.1M 0.48%
502,494
+7,776
41
$26M 0.48%
411,365
-2,942
42
$25.7M 0.48%
200,614
+13,117
43
$24.8M 0.46%
773,045
+47,662
44
$24.4M 0.45%
86,400
+10,900
45
$24.1M 0.45%
214,588
-11,528
46
$24.1M 0.45%
342,384
+2,620
47
$23.2M 0.43%
402,669
-1,585
48
$23M 0.43%
319,013
+25,993
49
$22M 0.41%
180,422
-1,070
50
$21.9M 0.41%
212,849
+9,948
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