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
1101
$584K 0.01%
6,357
+323
1102
$584K 0.01%
20,451
+109
1103
$581K 0.01%
17,818
+2,221
1104
$578K 0.01%
8,845
+1,765
1105
$578K 0.01%
4,365
-457
1106
$577K 0.01%
14,565
-1,977
1107
$577K 0.01%
4,519
+775
1108
$575K 0.01%
11,660
+877
1109
$574K 0.01%
11,427
-1,105
1110
$573K 0.01%
587
+24
1111
$572K 0.01%
9,205
-643
1112
$572K 0.01%
17,897
-1,198
1113
$572K 0.01%
9,125
+2,812
1114
$572K 0.01%
32,698
+9,910
1115
$570K 0.01%
3,155
+855
1116
$569K 0.01%
6,376
+65
1117
$567K 0.01%
37,003
+9,509
1118
$567K 0.01%
28,570
-2,179
1119
$566K 0.01%
17,760
+525
1120
$566K 0.01%
+15,014
1121
$566K 0.01%
+8,271
1122
$566K 0.01%
19,230
-5,645
1123
$563K 0.01%
5,616
+1,146
1124
$563K 0.01%
1,671
+543
1125
$563K 0.01%
17,994
+6,250
43 44
45
46 47