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
651
$1.07M 0.02%
25,039
-30,872
652
$1.07M 0.02%
+39,525
653
$1.07M 0.02%
34,160
+25,824
654
$1.06M 0.02%
24,049
+4,406
655
$1.06M 0.02%
2,635
-112
656
$1.06M 0.02%
70,184
+60,145
657
$1.06M 0.02%
17,185
-2,059
658
$1.06M 0.02%
76,598
+2,956
659
$1.05M 0.02%
21,557
+6,242
660
$1.05M 0.02%
+22,007
661
$1.05M 0.02%
36,875
-6,996
662
$1.05M 0.02%
95,432
+7,917
663
$1.05M 0.02%
9,221
-537
664
$1.05M 0.02%
9,873
-361
665
$1.04M 0.02%
54,446
-1,632
666
$1.04M 0.02%
89,523
+3,906
667
$1.04M 0.02%
+1,351
668
$1.04M 0.02%
+73,077
669
$1.03M 0.02%
14,776
+5,594
670
$1.03M 0.02%
26,350
+12,003
671
$1.03M 0.02%
9,255
+455
672
$1.02M 0.02%
59,310
+1,990
673
$1.02M 0.02%
11,795
674
$1.02M 0.02%
+13,603
675
$1.01M 0.02%
59,026
+8,585
25 26
27
28 29