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
526
$1.48M 0.03%
23,172
+9,812
527
$1.48M 0.03%
138,345
-15,331
528
$1.47M 0.03%
94,204
+18,928
529
$1.46M 0.03%
27,272
+12,962
530
$1.45M 0.03%
60,469
+31,433
531
$1.45M 0.03%
77,315
-5,940
532
$1.44M 0.03%
+36,120
533
$1.44M 0.03%
9,037
+1,503
534
$1.44M 0.03%
74,935
-10,018
535
$1.43M 0.03%
63,374
+21,286
536
$1.42M 0.03%
17,400
+239
537
$1.42M 0.03%
103,485
+35,029
538
$1.42M 0.03%
30,671
+3,744
539
$1.41M 0.03%
102,371
+11,751
540
$1.41M 0.03%
57,729
+1,651
541
$1.41M 0.03%
+42,918
542
$1.41M 0.03%
33,142
-11,560
543
$1.4M 0.03%
26,526
+4,724
544
$1.4M 0.03%
66,781
+989
545
$1.4M 0.03%
44,570
+1,641
546
$1.4M 0.03%
12,342
-1,019
547
$1.4M 0.03%
87,857
-281
548
$1.39M 0.03%
66,990
+4,968
549
$1.39M 0.03%
31,968
+93
550
$1.38M 0.03%
32,038
-3,301
20 21
22
23 24