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
1226
$478K 0.01%
20,875
-2,983
1227
$478K 0.01%
16,257
-7,231
1228
$478K 0.01%
17,983
+9,682
1229
$477K 0.01%
10,810
+345
1230
$477K 0.01%
7,526
+111
1231
$477K 0.01%
9,702
-25,944
1232
$476K 0.01%
11,907
+4,349
1233
$475K 0.01%
11,184
+3,282
1234
$475K 0.01%
16,800
+2,737
1235
$475K 0.01%
22,082
+2,782
1236
$474K 0.01%
1,843
+95
1237
$474K 0.01%
35,576
-1,519
1238
$474K 0.01%
7,084
+440
1239
$472K 0.01%
+50,448
1240
$471K 0.01%
7,509
-200
1241
$471K 0.01%
36,548
+14,339
1242
$470K 0.01%
62,620
+1,914
1243
$469K 0.01%
15,968
+1,312
1244
$469K 0.01%
9,278
+552
1245
$466K 0.01%
13,918
+68
1246
$465K 0.01%
9,712
+2,523
1247
$464K 0.01%
19,795
+9,645
1248
$463K 0.01%
10,527
-1,119
1249
$463K 0.01%
+6,692
1250
$462K 0.01%
13,831
+390
48 49
50
51 52