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
901
$649K 0.01%
31,720
+2,321
902
$647K 0.01%
26,515
-1,345
903
$646K 0.01%
26,627
+3,673
904
$646K 0.01%
+26,439
905
$646K 0.01%
32,069
+10,550
906
$645K 0.01%
45,647
+9,094
907
$645K 0.01%
64,377
-9,346
908
$644K 0.01%
13,183
+3,804
909
$643K 0.01%
+12,731
910
$639K 0.01%
21,803
+1,222
911
$638K 0.01%
+21,121
912
$637K 0.01%
113,198
-12,113
913
$636K 0.01%
92,232
+54,588
914
$635K 0.01%
43,100
-500
915
$634K 0.01%
240,063
-1,958
916
$631K 0.01%
12,136
+295
917
$630K 0.01%
22,191
-3,356
918
$630K 0.01%
7,903
-8,168
919
$628K 0.01%
97,457
+12,777
920
$628K 0.01%
9,023
-170
921
$627K 0.01%
13,752
-60
922
$623K 0.01%
15,890
-1,806
923
$622K 0.01%
+54,079
924
$620K 0.01%
+30,289
925
$619K 0.01%
+31,161
35 36
37
38 39