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
1151
$404K 0.01%
+23,098
1152
$403K 0.01%
+5,544
1153
$401K 0.01%
12,303
-1,698
1154
$401K 0.01%
12,757
+1,705
1155
$398K 0.01%
15,394
+6,152
1156
$398K 0.01%
14,544
-84
1157
$398K 0.01%
10,598
1158
$398K 0.01%
9,117
+391
1159
$397K 0.01%
+13,684
1160
$396K 0.01%
54,543
-4,796
1161
$396K 0.01%
2,313
+39
1162
$395K 0.01%
9,392
-466
1163
$394K 0.01%
+45,640
1164
$393K 0.01%
6,863
-2,116
1165
$392K 0.01%
+7,950
1166
$387K 0.01%
+26,146
1167
$386K 0.01%
+27,354
1168
$385K 0.01%
12,677
-1,604
1169
$385K 0.01%
26,674
+1,610
1170
$384K 0.01%
+8,118
1171
$383K 0.01%
30,477
-5,367
1172
$382K 0.01%
+14,320
1173
$382K 0.01%
13,467
+2,675
1174
$381K 0.01%
4,498
-16,035
1175
$381K 0.01%
47,850
+1,734
45 46
47
48 49