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
976
$551K 0.01%
10,531
+3,001
977
$550K 0.01%
31,916
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$550K 0.01%
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979
$550K 0.01%
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980
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6,956
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9,196
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982
$547K 0.01%
22,070
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$547K 0.01%
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20,485
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986
$543K 0.01%
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988
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32,012
989
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990
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992
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10,336
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39,340
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994
$537K 0.01%
12,865
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995
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996
$536K 0.01%
+5,915
997
$535K 0.01%
+43,710
998
$535K 0.01%
20,838
+2,383
999
$534K 0.01%
12,701
+370
1000
$534K 0.01%
13,828
+1,396
38 39
40
41 42