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
1226
$345K 0.01%
22,646
-637
1227
$343K 0.01%
12,271
-774
1228
$343K 0.01%
+5,382
1229
$342K 0.01%
21,548
-5,642
1230
$341K 0.01%
5,513
+1,379
1231
$340K 0.01%
25,256
-2,751
1232
$339K 0.01%
+6,521
1233
$338K 0.01%
36,174
-560
1234
$338K 0.01%
3,525
-98
1235
$337K 0.01%
+61,314
1236
$336K 0.01%
+9,221
1237
$336K 0.01%
+2,382
1238
$335K 0.01%
40,084
+14,551
1239
$335K 0.01%
7,573
-613
1240
$335K 0.01%
16,715
-4,712
1241
$335K 0.01%
13,417
+83
1242
$334K 0.01%
10,572
-19,472
1243
$333K 0.01%
17,670
-54
1244
$333K 0.01%
3,537
-1,002
1245
$333K 0.01%
5,392
+8
1246
$333K 0.01%
+20,534
1247
$332K 0.01%
+23,949
1248
$329K 0.01%
10,188
+1,371
1249
$329K 0.01%
6,918
+77
1250
$328K 0.01%
6,106
+2,300
48 49
50
51 52