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
926
$614K 0.01%
43,538
+7,397
927
$614K 0.01%
14,725
-11,565
928
$613K 0.01%
50,342
+22,472
929
$608K 0.01%
36,234
-2,983
930
$608K 0.01%
24,133
+7,109
931
$608K 0.01%
11,554
-2,893
932
$605K 0.01%
24,486
-1,026
933
$602K 0.01%
3,926
+311
934
$602K 0.01%
6,200
+920
935
$601K 0.01%
9,443
+1,758
936
$600K 0.01%
68,837
-548
937
$599K 0.01%
10,606
+2,494
938
$597K 0.01%
+47,581
939
$597K 0.01%
11,494
-1,934
940
$597K 0.01%
14,934
+956
941
$595K 0.01%
5,035
+774
942
$594K 0.01%
34,079
-7,872
943
$593K 0.01%
9,223
-596
944
$593K 0.01%
9,200
-1,583
945
$593K 0.01%
6,797
+86
946
$592K 0.01%
75,080
-9,843
947
$590K 0.01%
10,866
+632
948
$590K 0.01%
45,313
-909
949
$589K 0.01%
5,249
-387
950
$587K 0.01%
22,860
-1,060
36 37
38
39 40