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
1351
$276K 0.01%
+5,503
1352
$276K 0.01%
10,801
-386
1353
$276K 0.01%
+29,866
1354
$276K 0.01%
12,980
1355
$275K 0.01%
+8,698
1356
$275K 0.01%
3,434
-866
1357
$275K 0.01%
10,091
+911
1358
$274K 0.01%
10,817
+234
1359
$274K 0.01%
5,229
-27
1360
$274K 0.01%
21,040
+7
1361
$274K 0.01%
43,156
+16,361
1362
$273K 0.01%
7,444
+44
1363
$273K 0.01%
19,173
+2,174
1364
$272K 0.01%
20,509
+10,509
1365
$270K 0.01%
88,984
-99,500
1366
$270K 0.01%
9,850
+1,000
1367
$269K 0.01%
7,860
+150
1368
$269K 0.01%
+3,893
1369
$269K 0.01%
+14,445
1370
$269K 0.01%
24,522
-3,298
1371
$268K 0.01%
+18,826
1372
$268K 0.01%
5,296
-677
1373
$267K 0.01%
11,018
+221
1374
$266K ﹤0.01%
24,879
+309
1375
$264K ﹤0.01%
+4,979
53 54
55
56 57