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
1201
$500K 0.01%
33,676
+12,121
1202
$500K 0.01%
11,821
+281
1203
$499K 0.01%
27,817
+9,685
1204
$497K 0.01%
14,164
-1,160
1205
$496K 0.01%
+12,424
1206
$496K 0.01%
+13,608
1207
$496K 0.01%
5,687
-1,713
1208
$496K 0.01%
5,576
+2,485
1209
$496K 0.01%
36,054
-1,184
1210
$496K 0.01%
28,423
+190
1211
$495K 0.01%
36,690
-4,103
1212
$495K 0.01%
8,235
+785
1213
$492K 0.01%
35,135
+1,502
1214
$491K 0.01%
16,935
+1,258
1215
$490K 0.01%
33,058
+775
1216
$490K 0.01%
989
+144
1217
$488K 0.01%
+6,131
1218
$486K 0.01%
39,645
+15,047
1219
$486K 0.01%
89,980
-28,388
1220
$486K 0.01%
10,130
-196
1221
$486K 0.01%
8,230
+1,166
1222
$484K 0.01%
30,097
+2
1223
$481K 0.01%
6,880
-167
1224
$480K 0.01%
20,293
+4,086
1225
$479K 0.01%
37,885
+1,541
47 48
49
50 51