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
1276
$440K 0.01%
+14,557
1277
$439K 0.01%
6,099
+282
1278
$437K 0.01%
45,947
+15,460
1279
$437K 0.01%
27,303
+1,707
1280
$436K 0.01%
3,590
-766
1281
$436K 0.01%
439
-19
1282
$435K 0.01%
4,074
-631
1283
$435K 0.01%
10,130
-222
1284
$435K 0.01%
24,009
-1,519
1285
$431K 0.01%
11,192
-101,075
1286
$430K 0.01%
21,812
-1,463
1287
$430K 0.01%
33,793
+1,252
1288
$429K 0.01%
28,180
+12,250
1289
$427K 0.01%
55,402
+20,576
1290
$425K 0.01%
8,771
-2,318
1291
$424K 0.01%
57,319
-3,141
1292
$424K 0.01%
7,099
-34
1293
$423K 0.01%
13,826
+2,102
1294
$423K 0.01%
24,915
-3,213
1295
$421K 0.01%
11,042
+543
1296
$420K 0.01%
17,117
-4,644
1297
$420K 0.01%
8,879
-2,030
1298
$419K 0.01%
51,537
-37,367
1299
$419K 0.01%
4,979
-164
1300
$419K 0.01%
16,932
+4,204
50 51
52
53 54