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
1301
$298K 0.01%
21,207
+234
1302
$296K 0.01%
+3,793
1303
$295K 0.01%
+5,536
1304
$295K 0.01%
9,621
-9,600
1305
$295K 0.01%
5,486
+164
1306
$295K 0.01%
21,292
+149
1307
$295K 0.01%
17,205
+24
1308
$294K 0.01%
+9,147
1309
$294K 0.01%
67,829
+46,849
1310
$293K 0.01%
5,852
+24
1311
$293K 0.01%
+21,947
1312
$292K 0.01%
6,070
-11,375
1313
$292K 0.01%
3,900
-609
1314
$292K 0.01%
8,371
+7
1315
$292K 0.01%
10,678
1316
$291K 0.01%
5,699
+711
1317
$291K 0.01%
19,888
-1,772
1318
$291K 0.01%
+20,766
1319
$291K 0.01%
5,546
-455
1320
$290K 0.01%
3,783
+91
1321
$289K 0.01%
10,744
+288
1322
$288K 0.01%
27,848
+3,033
1323
$288K 0.01%
4,122
-1,080
1324
$288K 0.01%
8,472
-2,407
1325
$288K 0.01%
19,201
-337
51 52
53
54 55