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
1326
$404K 0.01%
+3,903
1327
$403K 0.01%
875
+31
1328
$403K 0.01%
78,263
+6,864
1329
$402K 0.01%
+61,145
1330
$402K 0.01%
+31,270
1331
$401K 0.01%
22,942
1332
$400K 0.01%
+6,655
1333
$400K 0.01%
18,781
-823
1334
$400K 0.01%
14,040
-4,116
1335
$399K 0.01%
+6,987
1336
$399K 0.01%
30,466
-3,954
1337
$399K 0.01%
29,875
-2,075
1338
$399K 0.01%
5,564
+219
1339
$399K 0.01%
11,622
+5,776
1340
$398K 0.01%
9,527
+803
1341
$398K 0.01%
7,968
-189
1342
$397K 0.01%
+13,236
1343
$397K 0.01%
3,130
-269
1344
$397K 0.01%
66,650
+265
1345
$396K 0.01%
18,281
+4,850
1346
$396K 0.01%
14,359
+3,349
1347
$395K 0.01%
5,665
+189
1348
$395K 0.01%
16,017
-2,965
1349
$395K 0.01%
4,213
-1,121
1350
$395K 0.01%
455
-45
52 53
54
55 56