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
51
$21.5M 0.4%
191,640
+4,859
52
$21.1M 0.39%
558,073
+6,993
53
$20.6M 0.38%
331,248
+78,732
54
$20.2M 0.38%
933,666
+65,430
55
$19.7M 0.37%
272,799
-7,363
56
$19M 0.35%
+454,740
57
$18.9M 0.35%
181,076
-72,264
58
$18M 0.33%
396,827
+262,439
59
$17.8M 0.33%
129,747
+13,790
60
$17.6M 0.33%
397,318
+22,789
61
$17.4M 0.32%
165,073
-37,685
62
$17.4M 0.32%
257,315
+53,269
63
$17M 0.32%
152,377
-99,291
64
$17M 0.32%
138,221
+16,511
65
$16.9M 0.31%
193,793
-22,982
66
$16.6M 0.31%
193,994
+50,270
67
$16.6M 0.31%
167,050
+3,275
68
$16.5M 0.31%
1,137,738
+529,872
69
$15.7M 0.29%
103,648
+7,933
70
$15.5M 0.29%
185,710
-12,407
71
$15.3M 0.28%
189,534
+47,098
72
$15M 0.28%
397,828
+18,849
73
$14.8M 0.28%
605,940
-16,633
74
$14.8M 0.27%
380,020
+9,540
75
$14.6M 0.27%
99,129
-2,085
1 2
3
4 5