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
926
$791K 0.01%
5,867
-234
927
$787K 0.01%
19,725
+1,159
928
$787K 0.01%
17,148
+4,831
929
$786K 0.01%
8,523
+35
930
$785K 0.01%
13,658
+5,665
931
$784K 0.01%
41,428
-6,688
932
$780K 0.01%
21,597
-424
933
$780K 0.01%
37,740
+5,277
934
$779K 0.01%
14,426
+609
935
$775K 0.01%
26,077
-490
936
$774K 0.01%
27,405
+7,412
937
$773K 0.01%
8,617
-397
938
$772K 0.01%
14,996
+3,299
939
$771K 0.01%
58,246
-2,913
940
$769K 0.01%
+30,299
941
$769K 0.01%
22,071
+36
942
$769K 0.01%
5,799
-518
943
$768K 0.01%
28,461
-3,064
944
$768K 0.01%
11,456
-504
945
$767K 0.01%
+1,345
946
$767K 0.01%
19,269
+7,329
947
$766K 0.01%
5,573
-1,102
948
$766K 0.01%
12,285
-559
949
$765K 0.01%
10,126
-39
950
$763K 0.01%
33,402
+6,122
36 37
38
39 40