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
476
$2.19M 0.03%
16,512
+2,065
477
$2.18M 0.03%
43,220
+9,527
478
$2.18M 0.03%
41,657
+7,480
479
$2.18M 0.03%
85,764
+18,979
480
$2.17M 0.03%
30,010
+877
481
$2.17M 0.03%
125,876
+28,636
482
$2.17M 0.03%
105,166
+20,510
483
$2.17M 0.03%
47,451
-12,887
484
$2.17M 0.03%
91,797
+19,670
485
$2.17M 0.03%
132,495
-6,427
486
$2.17M 0.03%
84,814
+10,647
487
$2.17M 0.03%
48,672
+482
488
$2.16M 0.03%
78,829
+20,353
489
$2.16M 0.03%
25,570
+7,388
490
$2.15M 0.03%
29,627
+13,343
491
$2.15M 0.03%
32,459
+7,433
492
$2.14M 0.03%
79,306
+15,676
493
$2.14M 0.03%
141,123
+10,182
494
$2.13M 0.03%
119,076
+3,918
495
$2.13M 0.03%
32,441
-5,639
496
$2.13M 0.03%
+23,331
497
$2.13M 0.03%
39,509
+594
498
$2.13M 0.03%
295,536
+4,242
499
$2.13M 0.03%
23,785
+2,203
500
$2.12M 0.03%
98,948
+13,598
18 19
20
21 22