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
651
$1.4M 0.02%
+70,971
652
$1.4M 0.02%
25,098
-1,699
653
$1.4M 0.02%
57,520
+3,774
654
$1.39M 0.02%
21,365
+11,520
655
$1.39M 0.02%
21,477
+5,797
656
$1.39M 0.02%
174,700
+31,690
657
$1.38M 0.02%
92,319
+15,185
658
$1.37M 0.02%
+12,309
659
$1.37M 0.02%
31,646
-6,215
660
$1.37M 0.02%
11,852
+281
661
$1.37M 0.02%
21,680
-1,148
662
$1.36M 0.02%
24,894
+376
663
$1.36M 0.02%
40,779
-31,627
664
$1.36M 0.02%
26,285
+1,913
665
$1.36M 0.02%
45,670
+2,341
666
$1.35M 0.02%
+11,870
667
$1.35M 0.02%
57,068
+1,411
668
$1.35M 0.02%
18,223
+5,439
669
$1.34M 0.02%
39,730
+2,078
670
$1.34M 0.02%
42,005
+3,553
671
$1.34M 0.02%
44,928
+3,317
672
$1.33M 0.02%
32,196
-1,739
673
$1.33M 0.02%
+17,758
674
$1.33M 0.02%
+26,737
675
$1.32M 0.02%
39,761
+8,994
25 26
27
28 29