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
1076
$467K 0.01%
+21,633
1077
$467K 0.01%
29,702
+1,677
1078
$465K 0.01%
1,395
-575
1079
$464K 0.01%
93,598
+8,025
1080
$463K 0.01%
+10,877
1081
$463K 0.01%
+2,065
1082
$460K 0.01%
+16,750
1083
$459K 0.01%
15,908
-17,750
1084
$459K 0.01%
+6,590
1085
$458K 0.01%
+9,914
1086
$457K 0.01%
14,822
-1,013
1087
$456K 0.01%
26,476
+274
1088
$455K 0.01%
+4,936
1089
$455K 0.01%
+316
1090
$454K 0.01%
173
+9
1091
$452K 0.01%
12,363
-31,735
1092
$452K 0.01%
+10,384
1093
$452K 0.01%
7,592
-47
1094
$451K 0.01%
+11,250
1095
$451K 0.01%
7,068
+124
1096
$449K 0.01%
5,723
-72
1097
$449K 0.01%
45,536
-24,447
1098
$449K 0.01%
343
+133
1099
$448K 0.01%
+14,529
1100
$448K 0.01%
3,315
-2,612
42 43
44
45 46