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
1001
$698K 0.01%
7,851
+378
1002
$698K 0.01%
13,644
-1,300
1003
$695K 0.01%
44,043
-3,000
1004
$695K 0.01%
31,660
+3,114
1005
$692K 0.01%
45,350
1006
$690K 0.01%
39,866
-6,672
1007
$690K 0.01%
27,234
+300
1008
$690K 0.01%
38,836
+9,474
1009
$689K 0.01%
11,366
+942
1010
$688K 0.01%
+17,887
1011
$686K 0.01%
4,149
+177
1012
$685K 0.01%
+15,030
1013
$684K 0.01%
+16,206
1014
$682K 0.01%
+4,770
1015
$681K 0.01%
27,062
+2,094
1016
$677K 0.01%
10,617
+1,180
1017
$677K 0.01%
+88,605
1018
$677K 0.01%
+5,562
1019
$676K 0.01%
56,299
-3,847
1020
$676K 0.01%
26,550
+2
1021
$675K 0.01%
15,069
-1,933
1022
$675K 0.01%
23,726
-6,872
1023
$675K 0.01%
9,369
+656
1024
$674K 0.01%
+10,735
1025
$673K 0.01%
10,389
-238
39 40
41
42 43