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
976
$732K 0.01%
26,421
-1,072
977
$731K 0.01%
28,606
+328
978
$730K 0.01%
36,763
+39
979
$730K 0.01%
109,771
+10,750
980
$729K 0.01%
50,720
+27,355
981
$727K 0.01%
39,720
-31
982
$727K 0.01%
13,566
-3,216
983
$725K 0.01%
10,930
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984
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6,929
-1,323
985
$724K 0.01%
22,278
-260
986
$722K 0.01%
28,068
-23,734
987
$721K 0.01%
43,939
+4,722
988
$716K 0.01%
10,552
+2,675
989
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26,299
-3,106
990
$715K 0.01%
32,358
-302
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54,449
-2,260
992
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16,157
-1,077
993
$711K 0.01%
21,141
+1,148
994
$710K 0.01%
28,206
+4,583
995
$708K 0.01%
21,990
+2,823
996
$706K 0.01%
29,268
+3,870
997
$706K 0.01%
+14,620
998
$703K 0.01%
8,235
+3,147
999
$702K 0.01%
8,656
-69
1000
$702K 0.01%
127,355
+1,636
38 39
40
41 42