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
1126
$563K 0.01%
40,232
1127
$563K 0.01%
6,425
-3
1128
$562K 0.01%
18,468
+1,944
1129
$561K 0.01%
14,200
+4,255
1130
$561K 0.01%
+1,774
1131
$560K 0.01%
8,878
+214
1132
$558K 0.01%
40,143
+1,092
1133
$557K 0.01%
+13,061
1134
$557K 0.01%
15,030
+4,522
1135
$557K 0.01%
6,822
-105
1136
$557K 0.01%
4,753
+195
1137
$557K 0.01%
9,376
+1,470
1138
$556K 0.01%
9,638
+46
1139
$556K 0.01%
32,510
+11,800
1140
$556K 0.01%
30,359
+1,499
1141
$553K 0.01%
3,148
-32
1142
$553K 0.01%
21,688
+145
1143
$550K 0.01%
34,788
+10,923
1144
$550K 0.01%
12,630
+1,042
1145
$548K 0.01%
4,125
+15
1146
$548K 0.01%
19,169
+519
1147
$548K 0.01%
11,344
+3,626
1148
$547K 0.01%
11,218
+2,377
1149
$546K 0.01%
9,792
-31,248
1150
$546K 0.01%
19,185
+1,555
44 45
46
47 48