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
676
$1.01M 0.02%
24,483
-1,730
677
$1.01M 0.02%
80,010
+8,897
678
$1.01M 0.02%
6,575
+1,871
679
$1.01M 0.02%
29,655
+9,605
680
$1.01M 0.02%
14,844
+1,608
681
$1.01M 0.02%
+21,099
682
$1M 0.02%
41,340
-18,306
683
$994K 0.02%
196,868
+178,221
684
$992K 0.02%
12,446
+1,298
685
$992K 0.02%
35,822
+2,404
686
$990K 0.02%
32,477
+1,224
687
$989K 0.02%
35,460
+672
688
$988K 0.02%
47,477
+297
689
$987K 0.02%
21,410
+3,613
690
$986K 0.02%
9,035
-554
691
$984K 0.02%
29,902
-1,044
692
$982K 0.02%
12,008
+705
693
$980K 0.02%
+83
694
$976K 0.02%
44,250
+1,317
695
$974K 0.02%
+14,853
696
$974K 0.02%
92,190
-3,708
697
$966K 0.02%
18,304
+6,736
698
$965K 0.02%
17,057
-95
699
$959K 0.02%
26,561
+4,317
700
$956K 0.02%
15,430
+939
26 27
28
29 30