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
801
$779K 0.01%
50,168
802
$776K 0.01%
38,499
-4,623
803
$776K 0.01%
61,378
+18,266
804
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9,750
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$773K 0.01%
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$772K 0.01%
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807
$768K 0.01%
+23,438
808
$767K 0.01%
39,549
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809
$767K 0.01%
9,908
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810
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13,393
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811
$766K 0.01%
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812
$766K 0.01%
25,780
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813
$763K 0.01%
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814
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19,396
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815
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40,232
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816
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53,791
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7,258
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23,953
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$751K 0.01%
15,492
+4,593
821
$746K 0.01%
22,707
-2,654
822
$743K 0.01%
9,560
+643
823
$741K 0.01%
19,397
+648
824
$739K 0.01%
16,645
-589
825
$738K 0.01%
14,706
+326
31 32
33
34 35