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
551
$1.38M 0.03%
19,299
+2,276
552
$1.38M 0.03%
11,843
+2,660
553
$1.37M 0.03%
49,000
+7,823
554
$1.36M 0.03%
+56,009
555
$1.36M 0.03%
8,897
+278
556
$1.36M 0.03%
65,750
+14,397
557
$1.35M 0.03%
20,264
+1,490
558
$1.35M 0.03%
20,302
+1,619
559
$1.35M 0.03%
23,306
+4,849
560
$1.35M 0.03%
48,602
-2,937
561
$1.34M 0.02%
+22,634
562
$1.34M 0.02%
64,487
+3,593
563
$1.33M 0.02%
121,918
+5,063
564
$1.32M 0.02%
27,875
+9,365
565
$1.32M 0.02%
51,252
+6,460
566
$1.31M 0.02%
32,666
+3,958
567
$1.31M 0.02%
12,872
+2,340
568
$1.31M 0.02%
18,161
-1,369
569
$1.31M 0.02%
18,046
+364
570
$1.3M 0.02%
10,730
+1,333
571
$1.3M 0.02%
31,978
-12,400
572
$1.28M 0.02%
15,741
+862
573
$1.27M 0.02%
16,226
+6,007
574
$1.27M 0.02%
72,889
-522
575
$1.27M 0.02%
7,104
+640
21 22
23
24 25