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
576
$1.73M 0.03%
91,993
+2,941
577
$1.73M 0.03%
36,960
+26,925
578
$1.73M 0.03%
28,942
+1,670
579
$1.72M 0.03%
14,373
+2,135
580
$1.71M 0.03%
34,013
-958
581
$1.7M 0.03%
65,747
-989
582
$1.7M 0.03%
47,110
+2,582
583
$1.7M 0.03%
44,014
-778
584
$1.69M 0.02%
179,834
+34,233
585
$1.68M 0.02%
+40,708
586
$1.68M 0.02%
18,111
+414
587
$1.67M 0.02%
263,871
+53,722
588
$1.66M 0.02%
7,463
+705
589
$1.66M 0.02%
72,370
+6,434
590
$1.65M 0.02%
29,306
+1,638
591
$1.65M 0.02%
27,202
+4,663
592
$1.65M 0.02%
57,054
+16,754
593
$1.64M 0.02%
107,754
-2,699
594
$1.64M 0.02%
34,431
+696
595
$1.64M 0.02%
67,990
-14,680
596
$1.62M 0.02%
31,873
+500
597
$1.62M 0.02%
33,419
-921
598
$1.61M 0.02%
73,245
+13,695
599
$1.6M 0.02%
54,130
+15,104
600
$1.6M 0.02%
61,272
+22,022
22 23
24
25 26