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
501
$1.56M 0.03%
41,148
+4,101
502
$1.56M 0.03%
21,165
+3,911
503
$1.56M 0.03%
18,319
+3,682
504
$1.55M 0.03%
72,190
+3,604
505
$1.54M 0.03%
29,585
+3,658
506
$1.54M 0.03%
97,945
+9,123
507
$1.54M 0.03%
57,000
-136
508
$1.54M 0.03%
63,375
-3,084
509
$1.54M 0.03%
30,920
-696
510
$1.52M 0.03%
166,028
+46,165
511
$1.52M 0.03%
+29,871
512
$1.52M 0.03%
34,308
+16,132
513
$1.52M 0.03%
+33,274
514
$1.52M 0.03%
57,716
+3,440
515
$1.52M 0.03%
104,616
+6,167
516
$1.51M 0.03%
98,114
-1,954
517
$1.51M 0.03%
81,000
+11,100
518
$1.51M 0.03%
30,285
+4,792
519
$1.5M 0.03%
30,517
+6,371
520
$1.5M 0.03%
40,961
-4,261
521
$1.5M 0.03%
47,430
-20,097
522
$1.5M 0.03%
87,683
+31,488
523
$1.49M 0.03%
49,239
+32,137
524
$1.48M 0.03%
29,637
+689
525
$1.48M 0.03%
47,116
-11,582
19 20
21
22 23