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
501
$2.11M 0.03%
58,528
+32,480
502
$2.11M 0.03%
44,617
+9,816
503
$2.1M 0.03%
60,388
+13,206
504
$2.1M 0.03%
58,675
+14,696
505
$2.09M 0.03%
62,568
-3,371
506
$2.08M 0.03%
43,078
-252
507
$2.07M 0.03%
18,874
+3,996
508
$2.06M 0.03%
40,415
+10,310
509
$2.06M 0.03%
130,865
510
$2.06M 0.03%
62,758
-19,082
511
$2.06M 0.03%
211,777
-32,157
512
$2.04M 0.03%
53,147
+1,114
513
$2.03M 0.03%
64,195
-603
514
$2.02M 0.03%
26,186
+3,212
515
$2.02M 0.03%
+33,294
516
$2.01M 0.03%
86,110
+23,570
517
$2M 0.03%
55,989
-1,717
518
$1.99M 0.03%
75,564
+3,689
519
$1.99M 0.03%
56,569
+13,755
520
$1.99M 0.03%
21,435
+557
521
$1.98M 0.03%
33,618
+986
522
$1.98M 0.03%
26,852
+491
523
$1.97M 0.03%
60,320
+33,590
524
$1.97M 0.03%
163,790
+13,520
525
$1.96M 0.03%
45,113
+10,771
19 20
21
22 23