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
626
$1.48M 0.02%
17,157
-623
627
$1.48M 0.02%
93,019
+36,825
628
$1.48M 0.02%
34,642
+1,807
629
$1.48M 0.02%
21,319
-419
630
$1.48M 0.02%
+103,210
631
$1.48M 0.02%
18,493
+399
632
$1.47M 0.02%
+43,223
633
$1.47M 0.02%
5,428
-32
634
$1.47M 0.02%
11,919
+527
635
$1.47M 0.02%
14,084
+634
636
$1.47M 0.02%
29,048
-2,466
637
$1.46M 0.02%
+13,294
638
$1.46M 0.02%
26,072
-54
639
$1.45M 0.02%
11,355
+1,219
640
$1.45M 0.02%
39,129
-1,796
641
$1.45M 0.02%
31,770
-3,039
642
$1.44M 0.02%
78,049
-7,177
643
$1.44M 0.02%
48,228
-13,422
644
$1.44M 0.02%
1,096
-71
645
$1.43M 0.02%
101,930
+985
646
$1.43M 0.02%
31,023
-11,800
647
$1.42M 0.02%
13,417
+226
648
$1.41M 0.02%
18,151
+1,388
649
$1.41M 0.02%
+162,415
650
$1.41M 0.02%
+31,120
24 25
26
27 28