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
776
$1.07M 0.02%
78,781
-2,452
777
$1.07M 0.02%
53,176
+4,283
778
$1.07M 0.02%
29,550
+1,317
779
$1.06M 0.02%
35,663
-47
780
$1.06M 0.02%
27,021
+8,213
781
$1.06M 0.02%
39,877
+5,010
782
$1.05M 0.02%
13,481
-661
783
$1.05M 0.02%
18,578
+4,541
784
$1.05M 0.02%
431,901
+174,543
785
$1.05M 0.02%
31,227
-1,606
786
$1.04M 0.02%
11,795
787
$1.04M 0.02%
+68,777
788
$1.04M 0.02%
38,030
-370
789
$1.04M 0.02%
113,337
+23,144
790
$1.04M 0.02%
14,944
+1,795
791
$1.04M 0.02%
23,620
-897
792
$1.04M 0.02%
87,392
+11,883
793
$1.03M 0.02%
35,453
-1,069
794
$1.03M 0.02%
17,349
-3,565
795
$1.03M 0.02%
14,319
+906
796
$1.03M 0.02%
18,805
-1,462
797
$1.03M 0.02%
+21,484
798
$1.02M 0.02%
6,134
+424
799
$1.02M 0.02%
70,080
-9,945
800
$1.02M 0.02%
55,049
+3,480
30 31
32
33 34