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
701
$1.25M 0.02%
15,161
+1,214
702
$1.25M 0.02%
42,240
+4,812
703
$1.25M 0.02%
11,271
-287
704
$1.24M 0.02%
+22,831
705
$1.24M 0.02%
48,976
-3,757
706
$1.22M 0.02%
10,953
+114
707
$1.22M 0.02%
19,882
-3,608
708
$1.21M 0.02%
112,794
+20,325
709
$1.21M 0.02%
38,813
+9,393
710
$1.21M 0.02%
64,478
+5,017
711
$1.21M 0.02%
42,411
+168
712
$1.21M 0.02%
28,648
+7,748
713
$1.21M 0.02%
92,438
+28,776
714
$1.21M 0.02%
17,647
-1,913
715
$1.21M 0.02%
21,811
-1,093
716
$1.21M 0.02%
30,827
-181
717
$1.2M 0.02%
36,206
+5,381
718
$1.2M 0.02%
36,041
+9,014
719
$1.2M 0.02%
25,073
-321
720
$1.2M 0.02%
44,320
+1,872
721
$1.2M 0.02%
7,405
+16
722
$1.2M 0.02%
87,494
+8,750
723
$1.19M 0.02%
+42,812
724
$1.19M 0.02%
18,631
-99
725
$1.19M 0.02%
21,905
-665
27 28
29
30 31