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
1026
$508K 0.01%
14,279
-72
1027
$507K 0.01%
4,702
-191
1028
$507K 0.01%
30,738
+14,546
1029
$504K 0.01%
8,233
+110
1030
$504K 0.01%
+26,278
1031
$503K 0.01%
42,534
+678
1032
$502K 0.01%
+12,513
1033
$501K 0.01%
12,673
+429
1034
$500K 0.01%
6,158
+351
1035
$498K 0.01%
2,820
-111
1036
$498K 0.01%
19,938
-7,191
1037
$498K 0.01%
22,036
-16,182
1038
$497K 0.01%
84,970
+18,695
1039
$497K 0.01%
5,450
1040
$495K 0.01%
+36,603
1041
$494K 0.01%
55,661
-1,801
1042
$493K 0.01%
50,954
-4,371
1043
$492K 0.01%
11,170
-38
1044
$492K 0.01%
21,602
-100
1045
$492K 0.01%
5,211
-3,697
1046
$490K 0.01%
8,772
+1,124
1047
$490K 0.01%
+8,548
1048
$485K 0.01%
35,263
+2,710
1049
$485K 0.01%
19,212
+3,486
1050
$484K 0.01%
34,943
+10,929
40 41
42
43 44