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 4.99%
2 Financials 4.82%
3 Healthcare 4.39%
4 Industrials 4.19%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$460K 0.01%
30,111
+1,930
1252
$460K 0.01%
5,805
-156
1253
$458K 0.01%
72,511
+885
1254
$458K 0.01%
15,359
+8,525
1255
$457K 0.01%
29,254
-117
1256
$457K 0.01%
12,475
+4,308
1257
$456K 0.01%
12,955
-207
1258
$455K 0.01%
3,820
-175
1259
$453K 0.01%
38,220
+25,897
1260
$451K 0.01%
8,916
+2,133
1261
$450K 0.01%
10,460
+432
1262
$450K 0.01%
+140,500
1263
$450K 0.01%
14,720
+5,523
1264
$449K 0.01%
20,037
-4,578
1265
$448K 0.01%
12,774
-1,700
1266
$448K 0.01%
5,193
+212
1267
$448K 0.01%
11,011
-629
1268
$445K 0.01%
14,135
-40
1269
$445K 0.01%
5,261
1270
$444K 0.01%
7,874
-235
1271
$444K 0.01%
12,321
+498
1272
$444K 0.01%
33,204
+10
1273
$443K 0.01%
7,576
+1,458
1274
$441K 0.01%
+18,169
1275
$440K 0.01%
33,714
-1,497
49 50
51
52 53