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
851
$914K 0.01%
44,722
+935
852
$909K 0.01%
48,505
+877
853
$907K 0.01%
54,204
-41,358
854
$904K 0.01%
14,448
+2,727
855
$903K 0.01%
69,806
+23,402
856
$903K 0.01%
89,114
-71,181
857
$900K 0.01%
36,021
+118
858
$900K 0.01%
4,834
+3,452
859
$897K 0.01%
13,832
-2
860
$897K 0.01%
16,913
+382
861
$894K 0.01%
66,397
+8,191
862
$892K 0.01%
63,471
+3,819
863
$887K 0.01%
+11,402
864
$887K 0.01%
15,304
-100
865
$886K 0.01%
44,604
-1,543
866
$883K 0.01%
6,218
-409
867
$879K 0.01%
+70,425
868
$878K 0.01%
50,548
-3,565
869
$876K 0.01%
31,545
-3,438
870
$875K 0.01%
+9,665
871
$874K 0.01%
37,753
+68
872
$874K 0.01%
18,678
+9,396
873
$873K 0.01%
16,025
-9,244
874
$869K 0.01%
37,482
+11,137
875
$868K 0.01%
+68,476
33 34
35
36 37