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
1251
$327K 0.01%
15,865
+737
1252
$326K 0.01%
5,804
+1,015
1253
$326K 0.01%
+5,765
1254
$326K 0.01%
+10,731
1255
$324K 0.01%
+7,643
1256
$324K 0.01%
+5,141
1257
$323K 0.01%
19,755
+1,984
1258
$323K 0.01%
4,786
-815
1259
$322K 0.01%
+24,095
1260
$321K 0.01%
17,859
+3,101
1261
$321K 0.01%
16,163
-1,052
1262
$320K 0.01%
4,759
-1,822
1263
$320K 0.01%
20,013
-1,484
1264
$319K 0.01%
4,112
-814
1265
$319K 0.01%
6,399
-117
1266
$318K 0.01%
14,428
-65
1267
$317K 0.01%
+24,116
1268
$317K 0.01%
12,695
+949
1269
$316K 0.01%
+7,340
1270
$315K 0.01%
8,945
-1,044
1271
$314K 0.01%
+8,975
1272
$314K 0.01%
+23,407
1273
$313K 0.01%
9,599
-1,100
1274
$313K 0.01%
21,224
-5,445
1275
$312K 0.01%
28,872
+1,187
49 50
51
52 53