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
526
$1.96M 0.03%
26
+1
527
$1.96M 0.03%
36,893
+9,283
528
$1.96M 0.03%
36,407
+3,929
529
$1.96M 0.03%
18,334
-12,394
530
$1.95M 0.03%
40,075
+4,722
531
$1.95M 0.03%
114,543
-823
532
$1.94M 0.03%
26,201
+269
533
$1.94M 0.03%
81,379
-5,389
534
$1.94M 0.03%
22,131
+4,948
535
$1.94M 0.03%
64,682
+2,681
536
$1.94M 0.03%
13,524
+1,561
537
$1.93M 0.03%
37,335
+1,900
538
$1.93M 0.03%
56,161
+25,735
539
$1.92M 0.03%
93,025
-6,670
540
$1.91M 0.03%
57,430
-115,170
541
$1.91M 0.03%
53,217
-1,627
542
$1.9M 0.03%
127,313
-6,048
543
$1.9M 0.03%
22,203
+4,126
544
$1.9M 0.03%
30,984
+170
545
$1.89M 0.03%
14,719
+874
546
$1.89M 0.03%
74,929
-13,193
547
$1.88M 0.03%
67,918
+2,762
548
$1.87M 0.03%
11,852
+619
549
$1.86M 0.03%
42,984
-5,298
550
$1.86M 0.03%
118,063
-12,702
20 21
22
23 24