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
1176
$380K 0.01%
3,558
+1,340
1177
$380K 0.01%
7,823
1178
$379K 0.01%
8,576
+999
1179
$377K 0.01%
+309
1180
$377K 0.01%
27,421
-357
1181
$377K 0.01%
4,642
+45
1182
$375K 0.01%
+8,177
1183
$374K 0.01%
19,477
+909
1184
$374K 0.01%
9,050
+904
1185
$373K 0.01%
14,772
-1,332
1186
$373K 0.01%
9,793
-2,077
1187
$372K 0.01%
12,024
+2,476
1188
$371K 0.01%
26,793
+2,867
1189
$371K 0.01%
6,182
-153
1190
$368K 0.01%
+16,703
1191
$368K 0.01%
24,385
-9,146
1192
$368K 0.01%
5,578
+1,320
1193
$367K 0.01%
+13,697
1194
$367K 0.01%
+16,644
1195
$367K 0.01%
+11,883
1196
$366K 0.01%
+18,034
1197
$366K 0.01%
+3,109
1198
$365K 0.01%
5,937
-3,632
1199
$365K 0.01%
28,819
-7,242
1200
$362K 0.01%
11,435
+1,823
46 47
48
49 50