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
76
$18M 0.26%
191,961
+15,601
77
$17.9M 0.26%
155,414
+10,275
78
$17.9M 0.26%
121,941
-8,511
79
$17.6M 0.26%
55,426
-21,158
80
$17.4M 0.26%
113,397
+7,858
81
$17.3M 0.25%
179,039
-13,635
82
$17M 0.25%
150,074
+593
83
$16.3M 0.24%
293,701
+11,621
84
$16.3M 0.24%
519,599
+26,043
85
$16.2M 0.24%
148,173
-17,802
86
$15.6M 0.23%
126,550
-1,924
87
$15.2M 0.22%
129,341
-688
88
$14.8M 0.22%
601,022
+39,914
89
$14.7M 0.22%
122,125
+9,191
90
$14.7M 0.22%
327,968
+20,287
91
$14.7M 0.22%
165,215
+1,659
92
$14.5M 0.21%
165,658
+17,817
93
$14.5M 0.21%
429,185
+24,002
94
$14.2M 0.21%
196,238
+18,778
95
$14.2M 0.21%
232,385
+33,585
96
$14.2M 0.21%
55,177
+23,188
97
$13.9M 0.2%
532,240
+12,988
98
$13.8M 0.2%
250,507
+42,153
99
$13.7M 0.2%
3,789,280
+125,040
100
$13.6M 0.2%
317,589
+179,669
2 3
4
5 6