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
901
$831K 0.01%
54,270
+5,655
902
$829K 0.01%
29,174
+7,354
903
$829K 0.01%
27,102
+462
904
$823K 0.01%
37,779
+7,684
905
$823K 0.01%
6,383
+101
906
$819K 0.01%
9,066
+5,578
907
$819K 0.01%
47,070
+17,260
908
$819K 0.01%
15,953
+6,730
909
$817K 0.01%
15,668
-596
910
$816K 0.01%
96,979
+12,368
911
$814K 0.01%
+14,892
912
$814K 0.01%
34,347
+5,128
913
$813K 0.01%
14,467
+4,843
914
$812K 0.01%
54,251
+2,000
915
$812K 0.01%
22,649
+4
916
$810K 0.01%
16,935
+706
917
$809K 0.01%
3,955
+769
918
$805K 0.01%
60,017
+98
919
$804K 0.01%
17,911
-1,166
920
$802K 0.01%
22,344
+10,266
921
$802K 0.01%
12,546
+1,550
922
$797K 0.01%
61,858
+33,715
923
$796K 0.01%
22,364
-3,125
924
$793K 0.01%
23,955
-1,279
925
$791K 0.01%
20,847
-15,137
35 36
37
38 39