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
751
$1.12M 0.02%
+15,581
752
$1.12M 0.02%
17,342
+2,671
753
$1.12M 0.02%
14,928
+203
754
$1.12M 0.02%
13,560
-1,009
755
$1.11M 0.02%
14,266
+35
756
$1.11M 0.02%
13,731
757
$1.11M 0.02%
45,735
+2,421
758
$1.11M 0.02%
45,873
+3,787
759
$1.11M 0.02%
37,821
+2,562
760
$1.11M 0.02%
17,381
+1,042
761
$1.1M 0.02%
86,044
-1,242
762
$1.1M 0.02%
29,088
+2,376
763
$1.1M 0.02%
+18,229
764
$1.09M 0.02%
22,457
+2,441
765
$1.09M 0.02%
107,362
+2,438
766
$1.09M 0.02%
32,921
-3,397
767
$1.09M 0.02%
12,021
-2,998
768
$1.09M 0.02%
12,540
+2,024
769
$1.09M 0.02%
11,870
+438
770
$1.09M 0.02%
16,216
+2,635
771
$1.08M 0.02%
9,825
-989
772
$1.08M 0.02%
96,430
-135
773
$1.08M 0.02%
+81,495
774
$1.08M 0.02%
36,545
+3,554
775
$1.08M 0.02%
6,651
-191
29 30
31
32 33