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
101
$13.5M 0.2%
1,208,438
+80,272
102
$13.4M 0.2%
189,543
-2,135
103
$13.3M 0.2%
87,138
-10,510
104
$13.3M 0.2%
596,913
+862
105
$12.9M 0.19%
163,097
+10,288
106
$12.8M 0.19%
317,989
+21,637
107
$12.6M 0.19%
114,011
+7,563
108
$12.5M 0.18%
+72,859
109
$12.4M 0.18%
781,170
+93,388
110
$12.4M 0.18%
489,648
-16,827
111
$12.2M 0.18%
+61,892
112
$11.9M 0.18%
223,092
+5,406
113
$11.9M 0.18%
151,492
+57,786
114
$11.9M 0.17%
142,274
+3,094
115
$11.4M 0.17%
128,965
-24,922
116
$11.2M 0.17%
700,506
+83,472
117
$11.2M 0.16%
223,392
+7,563
118
$11M 0.16%
190,287
+15,630
119
$10.9M 0.16%
+354,686
120
$10.8M 0.16%
84,194
+4,356
121
$10.7M 0.16%
248,394
+14,589
122
$10.6M 0.16%
72,054
+1,395
123
$10.6M 0.16%
72,466
-3,087
124
$10.5M 0.15%
136,856
+12,340
125
$10.3M 0.15%
685,746
+129,672
3 4
5
6 7