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 4.52%
2 Healthcare 4.34%
3 Financials 4.33%
4 Industrials 4.28%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$447K 0.01%
19,410
+2,043
1102
$444K 0.01%
28,540
+880
1103
$444K 0.01%
+17,478
1104
$444K 0.01%
1,645
-115
1105
$442K 0.01%
+30,094
1106
$441K 0.01%
13,427
+2,791
1107
$439K 0.01%
3,903
-252
1108
$439K 0.01%
4,789
+1,616
1109
$439K 0.01%
8,819
+2,117
1110
$436K 0.01%
8,494
+281
1111
$435K 0.01%
+82,000
1112
$435K 0.01%
24,696
-21,837
1113
$434K 0.01%
10,201
-2,457
1114
$433K 0.01%
5,696
-141
1115
$431K 0.01%
57,371
-6,447
1116
$431K 0.01%
39,435
-8,964
1117
$429K 0.01%
+35,410
1118
$429K 0.01%
522
-36
1119
$428K 0.01%
10,261
+1,805
1120
$428K 0.01%
18,041
-37
1121
$427K 0.01%
+13,906
1122
$426K 0.01%
459
+29
1123
$424K 0.01%
16,802
+953
1124
$422K 0.01%
4,135
1125
$422K 0.01%
+50,915
43 44
45
46 47