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
1301
$418K 0.01%
+8,824
1302
$417K 0.01%
25,267
+8
1303
$417K 0.01%
44,633
+550
1304
$416K 0.01%
23,763
+5,268
1305
$414K 0.01%
26,308
+2,589
1306
$414K 0.01%
32,120
-5,000
1307
$413K 0.01%
1,950
+235
1308
$412K 0.01%
+7,451
1309
$412K 0.01%
15,415
+6,054
1310
$411K 0.01%
14,715
+1,851
1311
$410K 0.01%
12,458
+531
1312
$410K 0.01%
25,287
+157
1313
$410K 0.01%
+17,027
1314
$410K 0.01%
3,949
+1,600
1315
$409K 0.01%
4,469
-30,301
1316
$409K 0.01%
11,590
+672
1317
$409K 0.01%
89,372
+2,162
1318
$407K 0.01%
11,505
+1,103
1319
$407K 0.01%
12,161
+369
1320
$406K 0.01%
+11,414
1321
$405K 0.01%
7,197
+65
1322
$404K 0.01%
16,811
+7,637
1323
$404K 0.01%
17,098
-40
1324
$404K 0.01%
79,622
1325
$404K 0.01%
+31,070
51 52
53
54 55