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
476
$1.7M 0.03%
41,755
+10,214
477
$1.69M 0.03%
18,312
-711
478
$1.69M 0.03%
60,625
+14,121
479
$1.69M 0.03%
11,093
+1,738
480
$1.68M 0.03%
5,361
+5
481
$1.68M 0.03%
42,575
+2,390
482
$1.67M 0.03%
28,744
+25
483
$1.67M 0.03%
240,216
+40,472
484
$1.66M 0.03%
91,163
+24,851
485
$1.65M 0.03%
+20,251
486
$1.65M 0.03%
30,330
-22,189
487
$1.65M 0.03%
55,164
+38,453
488
$1.64M 0.03%
52,306
+21,871
489
$1.63M 0.03%
148,830
+25,629
490
$1.62M 0.03%
16,102
+3,461
491
$1.61M 0.03%
92,378
-58,172
492
$1.61M 0.03%
24,150
-37
493
$1.6M 0.03%
33,524
+9,096
494
$1.6M 0.03%
24,001
+435
495
$1.59M 0.03%
105,674
-917
496
$1.59M 0.03%
31,429
+3,006
497
$1.59M 0.03%
48,126
+12,465
498
$1.59M 0.03%
187,450
+5,850
499
$1.58M 0.03%
18,670
-1,032
500
$1.57M 0.03%
55,397
+2,479
18 19
20
21 22