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
1126
$421K 0.01%
31,942
-43,441
1127
$421K 0.01%
49,229
+25,775
1128
$420K 0.01%
7,870
+67
1129
$420K 0.01%
28,967
-4,439
1130
$420K 0.01%
11,287
-1,261
1131
$419K 0.01%
3,312
+186
1132
$419K 0.01%
+3,416
1133
$417K 0.01%
+23,751
1134
$415K 0.01%
25,592
+1,553
1135
$414K 0.01%
8,226
+4,242
1136
$414K 0.01%
+7,964
1137
$413K 0.01%
4,733
-1,337
1138
$412K 0.01%
31,750
-3,100
1139
$410K 0.01%
3,102
-51
1140
$410K 0.01%
34,120
1141
$408K 0.01%
7,668
-129
1142
$408K 0.01%
12,085
-4,292
1143
$408K 0.01%
4,039
+50
1144
$407K 0.01%
3,026
+1,087
1145
$407K 0.01%
7,295
+79
1146
$406K 0.01%
8,627
+3
1147
$406K 0.01%
3,116
-195
1148
$405K 0.01%
15,925
-383
1149
$404K 0.01%
7,500
-355
1150
$404K 0.01%
14,831
-11
44 45
46
47 48