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
826
$971K 0.01%
10,727
-2,075
827
$969K 0.01%
17,012
+1,220
828
$958K 0.01%
4,304
+281
829
$950K 0.01%
24,576
+5,762
830
$948K 0.01%
33,349
+7,983
831
$940K 0.01%
31,132
+4,871
832
$939K 0.01%
90,293
+20,382
833
$939K 0.01%
17,555
+12,835
834
$936K 0.01%
32,134
+2,556
835
$935K 0.01%
7,466
+682
836
$932K 0.01%
15,498
+746
837
$930K 0.01%
28,710
+217
838
$928K 0.01%
14,431
+373
839
$927K 0.01%
13,959
-1,006
840
$927K 0.01%
10,354
+1,112
841
$927K 0.01%
9,241
+299
842
$926K 0.01%
37,552
+5,756
843
$923K 0.01%
7,592
+1,951
844
$922K 0.01%
20,917
-1,908
845
$922K 0.01%
38,761
+533
846
$921K 0.01%
60,690
+1,841
847
$920K 0.01%
13,465
-265
848
$919K 0.01%
13,267
-2,737
849
$918K 0.01%
26,924
+1,746
850
$916K 0.01%
19,084
-1,018
32 33
34
35 36