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
676
$1.32M 0.02%
16,978
+102
677
$1.32M 0.02%
101,440
+5,919
678
$1.31M 0.02%
27,694
679
$1.31M 0.02%
39,286
-1,508
680
$1.31M 0.02%
2,659
-122
681
$1.31M 0.02%
10,631
+346
682
$1.3M 0.02%
158,394
+48,519
683
$1.3M 0.02%
38,004
-2,886
684
$1.3M 0.02%
61,623
-2,685
685
$1.3M 0.02%
94,732
+2,008
686
$1.29M 0.02%
17,510
-874
687
$1.29M 0.02%
65,672
+8,261
688
$1.29M 0.02%
+56,812
689
$1.29M 0.02%
98,975
+15,406
690
$1.28M 0.02%
40,680
-2,103
691
$1.28M 0.02%
117,836
-5,288
692
$1.27M 0.02%
153,100
-3,550
693
$1.27M 0.02%
67,050
+832
694
$1.27M 0.02%
20,300
-15,019
695
$1.27M 0.02%
61,560
+47,375
696
$1.26M 0.02%
44,532
-12,012
697
$1.26M 0.02%
62,508
+3,668
698
$1.26M 0.02%
6,041
+1,511
699
$1.26M 0.02%
56,881
+34,209
700
$1.26M 0.02%
450,624
+133,640
26 27
28
29 30