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
1151
$546K 0.01%
21,472
-41,963
1152
$544K 0.01%
24,766
+8,328
1153
$543K 0.01%
28,553
+9,190
1154
$542K 0.01%
27,773
+862
1155
$542K 0.01%
34,600
+3,000
1156
$540K 0.01%
12,708
+3,990
1157
$539K 0.01%
57,942
+17,814
1158
$538K 0.01%
8,445
+145
1159
$538K 0.01%
5,542
+126
1160
$538K 0.01%
13,541
+1,397
1161
$537K 0.01%
13,529
+2,878
1162
$537K 0.01%
7,216
+2,579
1163
$536K 0.01%
15,806
+6,237
1164
$536K 0.01%
18,391
-3,744
1165
$534K 0.01%
18,581
+834
1166
$532K 0.01%
10,054
+1,966
1167
$531K 0.01%
3,320
-89
1168
$530K 0.01%
25,697
+1,221
1169
$529K 0.01%
11,330
-59
1170
$529K 0.01%
10,348
-2,146
1171
$529K 0.01%
3,945
-924
1172
$527K 0.01%
4,657
-14
1173
$527K 0.01%
14,717
+259
1174
$526K 0.01%
28,638
+5,922
1175
$525K 0.01%
19,947
+3,396
45 46
47
48 49