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
876
$868K 0.01%
11,345
+1,635
877
$868K 0.01%
14,076
+7,622
878
$866K 0.01%
5,815
-408
879
$862K 0.01%
41,360
-5,233
880
$862K 0.01%
9,636
+257
881
$857K 0.01%
38,220
882
$856K 0.01%
15,878
+9
883
$854K 0.01%
22,598
+1,126
884
$852K 0.01%
8,103
+2,635
885
$850K 0.01%
24,030
+776
886
$849K 0.01%
21,494
-86,654
887
$848K 0.01%
11,153
+343
888
$846K 0.01%
21,978
+1,520
889
$845K 0.01%
13,102
+47
890
$844K 0.01%
14,108
+804
891
$844K 0.01%
45,376
-1,998
892
$844K 0.01%
7,723
+953
893
$843K 0.01%
27,843
+1,214
894
$841K 0.01%
44,838
+3,437
895
$839K 0.01%
30,556
+3,543
896
$837K 0.01%
24,638
+4,258
897
$837K 0.01%
7,414
-252
898
$837K 0.01%
65,065
-1,504
899
$837K 0.01%
7,510
+517
900
$834K 0.01%
45,996
-47,787
34 35
36
37 38