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
601
$1.21M 0.02%
54,184
+20,582
602
$1.2M 0.02%
7,407
+1,000
603
$1.2M 0.02%
26,088
+1,861
604
$1.2M 0.02%
31,585
+10,745
605
$1.2M 0.02%
25,774
-347
606
$1.19M 0.02%
35,281
+13,549
607
$1.19M 0.02%
90,046
-3,101
608
$1.18M 0.02%
16,475
-1,191
609
$1.18M 0.02%
39,675
-594
610
$1.18M 0.02%
21,233
+986
611
$1.18M 0.02%
30,459
+11,566
612
$1.18M 0.02%
12,171
+172
613
$1.18M 0.02%
52,817
+1,948
614
$1.17M 0.02%
+11,764
615
$1.17M 0.02%
57,273
+10,576
616
$1.17M 0.02%
38,001
-5,765
617
$1.16M 0.02%
16,717
-3,825
618
$1.16M 0.02%
22,114
+4,000
619
$1.16M 0.02%
+40,946
620
$1.16M 0.02%
12,074
-29
621
$1.15M 0.02%
39,151
-2,899
622
$1.15M 0.02%
14,301
+963
623
$1.15M 0.02%
12,341
+25
624
$1.14M 0.02%
26,764
-4,883
625
$1.14M 0.02%
27,596
-8,229
23 24
25
26 27