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
51
$23.3M 0.34%
223,048
+7,212
52
$23.3M 0.34%
164,989
+62,023
53
$22.7M 0.33%
331,022
+1,658
54
$22.7M 0.33%
578,476
+38,512
55
$22.2M 0.33%
187,890
+12,231
56
$21.7M 0.32%
173,135
+22,702
57
$21.5M 0.32%
587,337
+27,636
58
$21.3M 0.31%
458,840
+52,080
59
$20.8M 0.31%
414,918
+23,661
60
$20.7M 0.3%
224,580
-13,925
61
$20.4M 0.3%
449,600
+19,280
62
$20.4M 0.3%
254,982
+7,053
63
$20.1M 0.3%
362,201
+14,415
64
$20M 0.29%
168,217
+233
65
$19.8M 0.29%
178,360
+619
66
$19.6M 0.29%
168,748
+661
67
$19.6M 0.29%
604,165
-9,607
68
$19.5M 0.29%
1,317,265
-19,805
69
$19.5M 0.29%
212,892
+18,825
70
$19.4M 0.28%
+968,132
71
$19.3M 0.28%
1,278,963
+639,252
72
$19.3M 0.28%
135,587
+3,423
73
$19.3M 0.28%
+794,593
74
$18.6M 0.27%
634,550
+74,381
75
$18.5M 0.27%
106,444
+5,650
1 2
3
4 5