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
1201
$361K 0.01%
7,186
+858
1202
$361K 0.01%
+12,035
1203
$360K 0.01%
21,398
-155,786
1204
$359K 0.01%
11,870
-3,712
1205
$358K 0.01%
7,992
+592
1206
$358K 0.01%
49,825
+1,602
1207
$358K 0.01%
2,700
+11
1208
$358K 0.01%
18,292
+353
1209
$357K 0.01%
2,535
-138
1210
$356K 0.01%
4,171
-373
1211
$356K 0.01%
2,650
-124
1212
$353K 0.01%
5,521
+375
1213
$351K 0.01%
8,655
+3,212
1214
$351K 0.01%
386
+9
1215
$350K 0.01%
10,474
-3,467
1216
$349K 0.01%
+64,213
1217
$348K 0.01%
15,244
-2,899
1218
$347K 0.01%
12,547
+3,339
1219
$347K 0.01%
15,536
+34
1220
$347K 0.01%
11,098
-6,275
1221
$347K 0.01%
3,754
-157
1222
$347K 0.01%
+2,192
1223
$346K 0.01%
3,778
+685
1224
$345K 0.01%
+10,083
1225
$345K 0.01%
8,316
-853
47 48
49
50 51