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
101
$10.1M 0.19%
119,283
-39,723
102
$9.95M 0.18%
124,248
+4,557
103
$9.93M 0.18%
149,181
+1,491
104
$9.73M 0.18%
122,922
+14,341
105
$9.72M 0.18%
87,833
+4,188
106
$9.65M 0.18%
178,233
+13,682
107
$9.4M 0.17%
+71,326
108
$9.37M 0.17%
150,202
-33,252
109
$9.31M 0.17%
172,627
+16,737
110
$9.29M 0.17%
69,906
+1,642
111
$9.27M 0.17%
385,614
+13,344
112
$9.06M 0.17%
82,230
+9,478
113
$9.03M 0.17%
334,362
+44,826
114
$8.92M 0.17%
99,600
-11,201
115
$8.84M 0.16%
+298,802
116
$8.79M 0.16%
99,004
-366
117
$8.7M 0.16%
223,638
+93,319
118
$8.39M 0.16%
158,608
+86,588
119
$8.37M 0.16%
553,216
+114,400
120
$8.24M 0.15%
147,972
+10,818
121
$8.17M 0.15%
129,605
+7,945
122
$8.11M 0.15%
114,842
+3,113
123
$7.98M 0.15%
60,529
+877
124
$7.9M 0.15%
210,341
-19,362
125
$7.9M 0.15%
154,025
-7,362
3 4
5
6 7