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
1051
$641K 0.01%
13,799
+3,682
1052
$640K 0.01%
20,831
-8,759
1053
$635K 0.01%
12,637
+416
1054
$635K 0.01%
17,041
+2,964
1055
$635K 0.01%
42,085
-96
1056
$633K 0.01%
+21,138
1057
$631K 0.01%
+4,204
1058
$631K 0.01%
12,020
-1,054
1059
$631K 0.01%
19,606
-1,904
1060
$630K 0.01%
6,068
+1,177
1061
$628K 0.01%
8,608
+4,041
1062
$622K 0.01%
4,970
+218
1063
$621K 0.01%
28,448
+6,330
1064
$619K 0.01%
32,292
-5,134
1065
$619K 0.01%
27,750
-870
1066
$616K 0.01%
11,263
-5,516
1067
$616K 0.01%
50,300
+13,746
1068
$613K 0.01%
16,756
-2,204
1069
$612K 0.01%
35,679
+10,943
1070
$611K 0.01%
10,140
+880
1071
$610K 0.01%
15,800
1072
$610K 0.01%
12,723
+474
1073
$607K 0.01%
3,629
+265
1074
$607K 0.01%
40,736
-7,110
1075
$607K 0.01%
46,164
+1,795
41 42
43
44 45