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
26
$38.9M 0.57%
417,858
+17,459
27
$38.9M 0.57%
419,404
+103,105
28
$38.9M 0.57%
789,604
+26,797
29
$38.8M 0.57%
299,542
-10,002
30
$38.1M 0.56%
1,536,441
+43,060
31
$37.1M 0.55%
+766,740
32
$35.8M 0.53%
411,341
+4,107
33
$32M 0.47%
464,957
+13,762
34
$31.8M 0.47%
250,561
+41,422
35
$30.5M 0.45%
390,564
+2,548
36
$29.7M 0.44%
399,371
-2,324
37
$28.9M 0.42%
346,721
-36,555
38
$28.8M 0.42%
828,065
-213,065
39
$28.4M 0.42%
405,041
+8,228
40
$28M 0.41%
253,610
-8,056
41
$27.9M 0.41%
623,412
+48,648
42
$27M 0.4%
846,679
+12,587
43
$25.9M 0.38%
243,315
+15,821
44
$25.5M 0.37%
368,036
+51,367
45
$25.2M 0.37%
118,008
+32,836
46
$25M 0.37%
560,048
-17,997
47
$24.9M 0.37%
727,632
+178,884
48
$23.9M 0.35%
475,954
-6,175
49
$23.6M 0.35%
570,880
+105,542
50
$23.4M 0.34%
172,757
-41,163
1
2
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