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
726
$1.18M 0.02%
70,556
+558
727
$1.18M 0.02%
18,235
-100
728
$1.18M 0.02%
25,796
+2,381
729
$1.18M 0.02%
13,106
+824
730
$1.18M 0.02%
106,078
+20,400
731
$1.18M 0.02%
87,678
+4,091
732
$1.17M 0.02%
97,667
+14,664
733
$1.17M 0.02%
38,080
-54,076
734
$1.17M 0.02%
+86,617
735
$1.16M 0.02%
+14,000
736
$1.16M 0.02%
33,228
+1,370
737
$1.16M 0.02%
80,848
-3,666
738
$1.16M 0.02%
12,946
+1,531
739
$1.16M 0.02%
10,698
+968
740
$1.15M 0.02%
15,819
+1,171
741
$1.15M 0.02%
81,448
+9,243
742
$1.14M 0.02%
13,626
+1,315
743
$1.14M 0.02%
24,668
+7,070
744
$1.14M 0.02%
24,412
-4,764
745
$1.14M 0.02%
66,970
-1,813
746
$1.14M 0.02%
13,680
-321
747
$1.14M 0.02%
129,594
+6,579
748
$1.12M 0.02%
26,306
-1,072
749
$1.12M 0.02%
14,107
-4,288
750
$1.12M 0.02%
21,575
-1,417
28 29
30
31 32