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
1326
$287K 0.01%
26,079
+288
1327
$287K 0.01%
+11,644
1328
$287K 0.01%
8,893
-17,793
1329
$287K 0.01%
24,530
+192
1330
$285K 0.01%
8,530
+3
1331
$285K 0.01%
7,154
-139
1332
$285K 0.01%
21,173
-9,420
1333
$285K 0.01%
24,271
+639
1334
$284K 0.01%
11,037
-905
1335
$283K 0.01%
9,123
-1,411
1336
$282K 0.01%
10,173
-11,490
1337
$281K 0.01%
4,359
-419
1338
$280K 0.01%
+40,506
1339
$279K 0.01%
8,425
-18
1340
$279K 0.01%
+15,726
1341
$279K 0.01%
18,816
1342
$279K 0.01%
20,558
-3,211
1343
$279K 0.01%
7,538
+108
1344
$279K 0.01%
4,004
-30
1345
$278K 0.01%
2,640
+392
1346
$278K 0.01%
+3,894
1347
$278K 0.01%
6,559
-106
1348
$277K 0.01%
1,232
-194
1349
$276K 0.01%
+7,514
1350
$276K 0.01%
+169
52 53
54
55 56