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
751
$863K 0.02%
15,206
+1,976
752
$856K 0.02%
19,402
-503
753
$855K 0.02%
36,402
-1,079
754
$854K 0.02%
41,420
-261
755
$854K 0.02%
14,843
-7,106
756
$853K 0.02%
6,782
-1,172
757
$853K 0.02%
+31,245
758
$852K 0.02%
8,148
+948
759
$851K 0.02%
10,080
+176
760
$850K 0.02%
14,940
+2,606
761
$848K 0.02%
+58,107
762
$846K 0.02%
40,656
+665
763
$845K 0.02%
39,009
+21,434
764
$843K 0.02%
45,708
+7,836
765
$841K 0.02%
96,923
-16,564
766
$841K 0.02%
44,880
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767
$841K 0.02%
32,200
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768
$840K 0.02%
10,568
-41
769
$830K 0.02%
19,635
+114
770
$830K 0.02%
10,878
-686
771
$830K 0.02%
8,341
+3,907
772
$829K 0.02%
28,673
-4,303
773
$825K 0.02%
22,741
-410
774
$823K 0.02%
17,254
+725
775
$820K 0.02%
38,047
+1,202
29 30
31
32 33