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
1276
$310K 0.01%
16,226
-27,666
1277
$310K 0.01%
36,956
+759
1278
$309K 0.01%
8,283
-589
1279
$309K 0.01%
4,417
-877
1280
$308K 0.01%
8,182
+2,139
1281
$308K 0.01%
20,745
1282
$306K 0.01%
5,064
+213
1283
$306K 0.01%
6,954
-11,261
1284
$305K 0.01%
3,891
-97
1285
$305K 0.01%
+7,021
1286
$304K 0.01%
16,157
-13,774
1287
$304K 0.01%
14,760
-258
1288
$304K 0.01%
72,155
+25,818
1289
$304K 0.01%
+12,799
1290
$302K 0.01%
7,808
+5
1291
$302K 0.01%
6,382
+384
1292
$302K 0.01%
21,665
+320
1293
$302K 0.01%
7,927
+803
1294
$301K 0.01%
10,727
-17,832
1295
$300K 0.01%
13,322
1296
$300K 0.01%
+18,874
1297
$300K 0.01%
3,713
-1,741
1298
$299K 0.01%
22,664
+67
1299
$298K 0.01%
1,741
1300
$298K 0.01%
7,657
+14
50 51
52
53 54