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
826
$737K 0.01%
16,898
+303
827
$733K 0.01%
+11,471
828
$727K 0.01%
14,726
+358
829
$726K 0.01%
24,327
+1,658
830
$723K 0.01%
18,400
-800
831
$723K 0.01%
14,045
+669
832
$722K 0.01%
9,802
-4,353
833
$722K 0.01%
58,748
+18,112
834
$721K 0.01%
26,043
+1,453
835
$720K 0.01%
13,427
+150
836
$720K 0.01%
15,834
+3,140
837
$719K 0.01%
41,316
+11,705
838
$717K 0.01%
+10,879
839
$716K 0.01%
13,593
+2,586
840
$716K 0.01%
18,441
+6,496
841
$715K 0.01%
+32,234
842
$715K 0.01%
11,804
-1,258
843
$714K 0.01%
39,210
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844
$714K 0.01%
16,627
+7,343
845
$714K 0.01%
5,908
-106
846
$713K 0.01%
4,685
-10,732
847
$710K 0.01%
11,336
-80
848
$710K 0.01%
2,985
+1,541
849
$707K 0.01%
8,159
+1,717
850
$706K 0.01%
23,545
-579
32 33
34
35 36