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
951
$761K 0.01%
14,230
-4,657
952
$761K 0.01%
27,218
-3,698
953
$760K 0.01%
23,585
+8,255
954
$759K 0.01%
25,970
+16,492
955
$759K 0.01%
10,261
+1,755
956
$758K 0.01%
63,580
-870
957
$757K 0.01%
3,743
+277
958
$756K 0.01%
28,255
-4,038
959
$754K 0.01%
+47,371
960
$754K 0.01%
8,170
+2,961
961
$754K 0.01%
15,900
+6,980
962
$753K 0.01%
36,247
+2,450
963
$752K 0.01%
7,496
-137
964
$752K 0.01%
9,597
-2,504
965
$751K 0.01%
32,883
+2,526
966
$751K 0.01%
+21,161
967
$750K 0.01%
24,171
+1,550
968
$749K 0.01%
41,717
-2,858
969
$745K 0.01%
26,770
-805
970
$744K 0.01%
92,228
+23,941
971
$742K 0.01%
35,402
-3,349
972
$739K 0.01%
73,422
+232
973
$735K 0.01%
6,996
+704
974
$733K 0.01%
67,610
+9,725
975
$732K 0.01%
+580
37 38
39
40 41