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
951
$586K 0.01%
16,878
+303
952
$585K 0.01%
22,109
-524
953
$585K 0.01%
4,755
-93
954
$585K 0.01%
+15,267
955
$581K 0.01%
+14,182
956
$581K 0.01%
463
+34
957
$579K 0.01%
16,132
+1,961
958
$579K 0.01%
33,284
-3,112
959
$579K 0.01%
2,798
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960
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22,096
-14,420
961
$574K 0.01%
23,474
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962
$574K 0.01%
17,630
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963
$571K 0.01%
18,655
+10,590
964
$568K 0.01%
34,301
+12,804
965
$566K 0.01%
4,513
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41,175
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967
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968
$563K 0.01%
14,762
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969
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3,679
-31
970
$560K 0.01%
41,125
+18,520
971
$558K 0.01%
39,575
-5,371
972
$556K 0.01%
24,752
-2,665
973
$555K 0.01%
9,057
-578
974
$555K 0.01%
10,142
-4,990
975
$553K 0.01%
+8,579
37 38
39
40 41