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
701
$953K 0.02%
37,725
-216
702
$953K 0.02%
7,951
-1,222
703
$953K 0.02%
18,361
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704
$952K 0.02%
30,979
+6,325
705
$951K 0.02%
29,355
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706
$951K 0.02%
38,519
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707
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54,126
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708
$950K 0.02%
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711
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13,163
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712
$944K 0.02%
38,349
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713
$943K 0.02%
11,331
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714
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117,343
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715
$942K 0.02%
15,717
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17,359
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11,934
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14,978
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720
$934K 0.02%
68,124
-9,204
721
$929K 0.02%
40,902
-366
722
$927K 0.02%
21,791
+35
723
$923K 0.02%
11,310
-306
724
$922K 0.02%
5,720
+837
725
$920K 0.02%
14,079
-457
27 28
29
30 31