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
1026
$672K 0.01%
6,483
+137
1027
$670K 0.01%
8,777
+123
1028
$669K 0.01%
20,666
+1,174
1029
$667K 0.01%
+76,720
1030
$666K 0.01%
32,990
-2,638
1031
$665K 0.01%
87,985
+27,782
1032
$664K 0.01%
28,717
-3,401
1033
$663K 0.01%
149,075
-9,000
1034
$663K 0.01%
136,360
+4,353
1035
$660K 0.01%
40,480
+5,183
1036
$658K 0.01%
9,580
+3,667
1037
$657K 0.01%
+14,487
1038
$655K 0.01%
16,008
+6,624
1039
$655K 0.01%
3,803
+1,069
1040
$654K 0.01%
48,083
-1,066
1041
$653K 0.01%
27,891
+5,139
1042
$653K 0.01%
13,657
-2,306
1043
$653K 0.01%
14,450
+1,541
1044
$652K 0.01%
26,062
+11,111
1045
$650K 0.01%
23,322
+6,109
1046
$649K 0.01%
+48,216
1047
$646K 0.01%
14,734
+2,219
1048
$645K 0.01%
13,703
-968
1049
$644K 0.01%
9,627
+5,304
1050
$643K 0.01%
4,032
+32
40 41
42
43 44