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
576
$1.27M 0.02%
13,895
-534
577
$1.26M 0.02%
25,251
+1,051
578
$1.26M 0.02%
37,858
+1,789
579
$1.26M 0.02%
12,340
-273
580
$1.26M 0.02%
88,747
+25,281
581
$1.26M 0.02%
23,303
+2,809
582
$1.26M 0.02%
33,672
+1,422
583
$1.26M 0.02%
41,339
+14,099
584
$1.25M 0.02%
27,169
+7,220
585
$1.25M 0.02%
45,108
+36,690
586
$1.25M 0.02%
126,820
+10,730
587
$1.25M 0.02%
16,350
+4,783
588
$1.24M 0.02%
27,384
-1,982
589
$1.24M 0.02%
45,935
+5,595
590
$1.24M 0.02%
89,849
+1,595
591
$1.24M 0.02%
65,602
+12,335
592
$1.23M 0.02%
70,880
+8,640
593
$1.23M 0.02%
43,252
-21,496
594
$1.23M 0.02%
65,855
+52,755
595
$1.22M 0.02%
23,194
-2,696
596
$1.22M 0.02%
55,885
+3,790
597
$1.21M 0.02%
128,692
-5,756
598
$1.21M 0.02%
84,778
+37,891
599
$1.21M 0.02%
18,272
-178
600
$1.21M 0.02%
33,017
+5,784
22 23
24
25 26