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
601
$1.6M 0.02%
85,431
+2,468
602
$1.6M 0.02%
48,402
+8,038
603
$1.6M 0.02%
24,385
+19,967
604
$1.6M 0.02%
22,678
+5,896
605
$1.59M 0.02%
105,234
-8,023
606
$1.59M 0.02%
29,231
-744
607
$1.58M 0.02%
8,601
-9
608
$1.57M 0.02%
116,144
+5,223
609
$1.57M 0.02%
20,641
-61
610
$1.57M 0.02%
15,487
+46
611
$1.56M 0.02%
40,623
+29,520
612
$1.55M 0.02%
56,079
+2,263
613
$1.54M 0.02%
32,862
+429
614
$1.54M 0.02%
34,554
-852
615
$1.53M 0.02%
34,942
+4,242
616
$1.53M 0.02%
125,356
-19,054
617
$1.53M 0.02%
27,360
+144
618
$1.52M 0.02%
40,793
+1,063
619
$1.52M 0.02%
49,449
+7,083
620
$1.52M 0.02%
+19,493
621
$1.52M 0.02%
75,228
+6,861
622
$1.5M 0.02%
59,663
+1,238
623
$1.5M 0.02%
15,966
-2,479
624
$1.5M 0.02%
+37,989
625
$1.49M 0.02%
13,966
+1,762
23 24
25
26 27