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
1076
$607K 0.01%
14,126
-5,742
1077
$606K 0.01%
9,311
+2,932
1078
$605K 0.01%
40,048
-518
1079
$603K 0.01%
67,649
+3,240
1080
$602K 0.01%
17,916
-21,560
1081
$602K 0.01%
32,721
+11,113
1082
$601K 0.01%
21,946
-1,234
1083
$601K 0.01%
15,247
+2,603
1084
$598K 0.01%
15,398
-755
1085
$597K 0.01%
11,616
+718
1086
$597K 0.01%
37,758
+11,953
1087
$596K 0.01%
38,052
+10,457
1088
$595K 0.01%
21,885
+2,460
1089
$595K 0.01%
+9,584
1090
$594K 0.01%
10,181
+3,037
1091
$592K 0.01%
9,529
+455
1092
$592K 0.01%
13,605
+32
1093
$592K 0.01%
6,882
+22
1094
$590K 0.01%
68,337
+262
1095
$590K 0.01%
15,048
+5,862
1096
$589K 0.01%
2,542
-18
1097
$588K 0.01%
4,026
-503
1098
$586K 0.01%
27,722
+365
1099
$585K 0.01%
6,131
-15
1100
$585K 0.01%
8,871
+154
42 43
44
45 46