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
776
$819K 0.02%
26,395
-850
777
$817K 0.02%
+27,153
778
$817K 0.02%
15,445
-3,760
779
$815K 0.02%
4,608
-910
780
$813K 0.02%
43,659
+1,583
781
$808K 0.02%
65,700
+106
782
$805K 0.01%
+16,368
783
$805K 0.01%
12,894
+2,396
784
$804K 0.01%
16,090
+349
785
$804K 0.01%
10,631
+5,156
786
$801K 0.01%
32,692
-64
787
$801K 0.01%
60,586
-1,481
788
$801K 0.01%
+27,436
789
$800K 0.01%
17,357
+7,619
790
$800K 0.01%
26,269
-978
791
$799K 0.01%
37,420
-1,991
792
$795K 0.01%
8,163
+4,893
793
$793K 0.01%
56,177
+671
794
$791K 0.01%
20,518
-3,945
795
$791K 0.01%
15,802
-2,142
796
$791K 0.01%
25,868
-1,474
797
$787K 0.01%
12,842
-954
798
$786K 0.01%
+12,398
799
$784K 0.01%
78,695
+32,606
800
$780K 0.01%
9,121
+1,462
30 31
32
33 34