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
1176
$524K 0.01%
6,793
+1,584
1177
$523K 0.01%
13,572
-630
1178
$523K 0.01%
+6,691
1179
$520K 0.01%
6,676
+2,433
1180
$520K 0.01%
3,212
+245
1181
$516K 0.01%
20,316
+4,560
1182
$514K 0.01%
22,105
+4,733
1183
$512K 0.01%
9,293
-392
1184
$511K 0.01%
11,734
-319
1185
$510K 0.01%
34,337
+7,944
1186
$510K 0.01%
28,211
-2,425
1187
$509K 0.01%
7,426
+12
1188
$509K 0.01%
11,005
+1,561
1189
$507K 0.01%
4,793
-915
1190
$507K 0.01%
49,767
1191
$506K 0.01%
4,048
+1,496
1192
$506K 0.01%
12,621
+263
1193
$505K 0.01%
18,653
+6,426
1194
$505K 0.01%
9,613
-3,762
1195
$504K 0.01%
8,505
-655
1196
$504K 0.01%
2,095
+92
1197
$504K 0.01%
5,922
+6
1198
$502K 0.01%
+15,373
1199
$502K 0.01%
7,844
+2,729
1200
$500K 0.01%
+35,826
46 47
48
49 50