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
1001
$534K 0.01%
2,926
+883
1002
$533K 0.01%
11,171
+2,427
1003
$532K 0.01%
15,743
-18,812
1004
$531K 0.01%
23,836
-10,688
1005
$531K 0.01%
10,189
+911
1006
$531K 0.01%
18,945
+450
1007
$530K 0.01%
+9,762
1008
$528K 0.01%
+5,114
1009
$527K 0.01%
4,517
-132
1010
$527K 0.01%
15,551
-2,101
1011
$520K 0.01%
37,050
+1,554
1012
$519K 0.01%
17,197
+2,216
1013
$518K 0.01%
8,417
+4,462
1014
$517K 0.01%
17,374
+2,942
1015
$517K 0.01%
6,583
+10
1016
$516K 0.01%
22,791
+11,876
1017
$516K 0.01%
34,002
-49,653
1018
$515K 0.01%
13,546
+755
1019
$515K 0.01%
11,328
+1,690
1020
$513K 0.01%
6,659
+3,330
1021
$511K 0.01%
7,821
+1,486
1022
$511K 0.01%
1,061
1023
$510K 0.01%
7,791
-609
1024
$509K 0.01%
17,146
+6,828
1025
$509K 0.01%
6,935
+40
39 40
41
42 43