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
801
$1.02M 0.02%
11,157
+45
802
$1.02M 0.02%
+21,275
803
$1.01M 0.01%
16,954
+5,912
804
$1.01M 0.01%
50,408
+939
805
$1.01M 0.01%
9,257
-2,944
806
$1.01M 0.01%
20,104
-486
807
$1.01M 0.01%
59,854
+24,639
808
$1.01M 0.01%
29,171
+11,375
809
$1.01M 0.01%
+13,703
810
$1.01M 0.01%
78,947
-1,271
811
$1M 0.01%
38,206
-1,551
812
$1M 0.01%
16,845
-758
813
$998K 0.01%
19,548
+7,002
814
$996K 0.01%
10,898
+593
815
$995K 0.01%
38,331
+612
816
$994K 0.01%
64,438
+9,134
817
$991K 0.01%
113,228
+6,230
818
$988K 0.01%
85,582
-18,363
819
$985K 0.01%
14,971
+2,209
820
$984K 0.01%
15,398
-147
821
$977K 0.01%
9,396
-7,821
822
$977K 0.01%
11,266
+55
823
$977K 0.01%
43,223
-25,713
824
$974K 0.01%
29,891
+4,110
825
$973K 0.01%
44,580
+696
31 32
33
34 35