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
726
$914K 0.02%
17,927
+3,201
727
$913K 0.02%
39,053
+14,576
728
$910K 0.02%
6,036
+523
729
$907K 0.02%
+12,185
730
$906K 0.02%
29,992
+10,285
731
$905K 0.02%
16,872
+509
732
$903K 0.02%
6,615
+3,844
733
$902K 0.02%
7,369
-156
734
$901K 0.02%
16,475
+2,056
735
$900K 0.02%
35,052
+14,255
736
$898K 0.02%
1,538
737
$896K 0.02%
162,575
-37,400
738
$894K 0.02%
18,077
+315
739
$891K 0.02%
65,687
-3,281
740
$890K 0.02%
35,246
+2,749
741
$882K 0.02%
38,840
+525
742
$882K 0.02%
+93,170
743
$881K 0.02%
29,740
+9,136
744
$881K 0.02%
4,545
-148
745
$877K 0.02%
13,223
-223
746
$877K 0.02%
150,385
+30,968
747
$876K 0.02%
17,648
+5,182
748
$876K 0.02%
87,195
+2,397
749
$873K 0.02%
7,520
+51
750
$864K 0.02%
64,145
-3,385
28 29
30
31 32