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
1051
$484K 0.01%
2,896
-232
1052
$483K 0.01%
23,549
+13,360
1053
$482K 0.01%
11,257
+348
1054
$482K 0.01%
13,113
+1,676
1055
$482K 0.01%
65,287
+7,900
1056
$481K 0.01%
38,671
+62
1057
$480K 0.01%
8,012
+1,150
1058
$479K 0.01%
5,684
-1,254
1059
$478K 0.01%
19,269
+2,984
1060
$477K 0.01%
3,586
+910
1061
$477K 0.01%
10,553
-1,167
1062
$477K 0.01%
9,621
-610
1063
$477K 0.01%
43,611
+1,076
1064
$476K 0.01%
12,572
+3,989
1065
$475K 0.01%
18,314
-14,122
1066
$474K 0.01%
25,018
+1,366
1067
$472K 0.01%
5,794
+330
1068
$469K 0.01%
33,841
-2,514
1069
$469K 0.01%
9,266
-59,478
1070
$469K 0.01%
5,821
+211
1071
$469K 0.01%
24,976
+3,623
1072
$468K 0.01%
3,893
-58
1073
$468K 0.01%
14,988
-4,000
1074
$467K 0.01%
10,818
-104
1075
$467K 0.01%
+40,760
41 42
43
44 45