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
551
$1.86M 0.03%
+29,716
552
$1.86M 0.03%
107,534
+525
553
$1.85M 0.03%
34,605
-601
554
$1.85M 0.03%
102,950
+23,851
555
$1.84M 0.03%
36,406
-18,324
556
$1.83M 0.03%
129,220
-5,760
557
$1.81M 0.03%
42,828
+1,210
558
$1.81M 0.03%
43,080
-7,746
559
$1.81M 0.03%
10,740
+8,047
560
$1.81M 0.03%
19,829
-916
561
$1.81M 0.03%
32,090
+7,394
562
$1.81M 0.03%
52,705
+12,006
563
$1.8M 0.03%
30,690
+4,872
564
$1.8M 0.03%
34,422
+4,834
565
$1.79M 0.03%
5,689
-285
566
$1.79M 0.03%
30,993
-6,839
567
$1.78M 0.03%
44,955
+1,660
568
$1.77M 0.03%
+44,114
569
$1.77M 0.03%
49,877
+596
570
$1.76M 0.03%
29,440
-2,493
571
$1.76M 0.03%
27,017
-99
572
$1.75M 0.03%
14,062
-861
573
$1.74M 0.03%
27,754
-1,426
574
$1.74M 0.03%
14,669
-608
575
$1.74M 0.03%
53,709
+10,491
21 22
23
24 25