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
626
$1.14M 0.02%
21,722
+13,566
627
$1.13M 0.02%
69,177
+744
628
$1.13M 0.02%
9,766
+1,154
629
$1.12M 0.02%
17,412
+2,542
630
$1.11M 0.02%
14,379
+1,482
631
$1.11M 0.02%
14,581
-4,821
632
$1.1M 0.02%
35,520
-9,250
633
$1.1M 0.02%
31,107
+4,877
634
$1.1M 0.02%
34,641
-472
635
$1.1M 0.02%
4,923
-681
636
$1.1M 0.02%
34,263
+1,320
637
$1.1M 0.02%
12,535
-831
638
$1.1M 0.02%
20,454
+1,402
639
$1.1M 0.02%
69,332
+2,285
640
$1.09M 0.02%
16,649
-1,175
641
$1.09M 0.02%
38,075
-3,550
642
$1.09M 0.02%
21,688
+122
643
$1.09M 0.02%
21,736
-877
644
$1.09M 0.02%
240,615
+40,968
645
$1.09M 0.02%
+15,745
646
$1.09M 0.02%
89,440
-11,997
647
$1.09M 0.02%
21,826
-2,013
648
$1.08M 0.02%
45,570
+102
649
$1.08M 0.02%
122,168
-5,408
650
$1.08M 0.02%
5,544
-423
24 25
26
27 28