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
76
$14.2M 0.26%
130,575
+6,026
77
$14M 0.26%
348,900
+14,940
78
$13.9M 0.26%
372,142
+34,894
79
$13.8M 0.26%
107,320
+4,835
80
$13.6M 0.25%
116,713
-5,785
81
$13.5M 0.25%
503,790
+124,356
82
$13.5M 0.25%
424,861
+53,479
83
$13.4M 0.25%
206,601
-27,493
84
$13M 0.24%
307,488
+8,289
85
$12.7M 0.24%
154,137
+5,942
86
$12.7M 0.24%
244,456
-8,682
87
$12.4M 0.23%
95,431
+7,797
88
$12.3M 0.23%
145,614
+4,198
89
$12.1M 0.22%
202,793
+15,931
90
$12M 0.22%
123,788
+857
91
$11.9M 0.22%
65,068
-8,777
92
$11.9M 0.22%
390,432
+8,828
93
$11.8M 0.22%
978,422
+150,589
94
$11.7M 0.22%
236,007
+119,509
95
$11.4M 0.21%
130,694
+40,277
96
$11.1M 0.21%
406,149
+118,915
97
$10.9M 0.2%
94,062
+155
98
$10.7M 0.2%
220,029
+2,423
99
$10.6M 0.2%
1,000,370
+507,010
100
$10.3M 0.19%
+659,552
2 3
4
5 6