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
1351
$394K 0.01%
30,099
-177
1352
$393K 0.01%
6,409
+464
1353
$392K 0.01%
10,269
+2,737
1354
$392K 0.01%
15,816
-953
1355
$392K 0.01%
13,302
-4,056
1356
$392K 0.01%
2,542
+32
1357
$391K 0.01%
+28,187
1358
$391K 0.01%
13,337
+2,298
1359
$390K 0.01%
10,296
+2,738
1360
$390K 0.01%
11,420
+2,399
1361
$390K 0.01%
15,719
+304
1362
$390K 0.01%
+13,931
1363
$388K 0.01%
8,289
-790
1364
$388K 0.01%
12,008
-3,488
1365
$387K 0.01%
+5,736
1366
$386K 0.01%
+3,660
1367
$386K 0.01%
5,349
+444
1368
$385K 0.01%
12,366
-51
1369
$385K 0.01%
15,026
-854
1370
$385K 0.01%
11,691
-4,150
1371
$384K 0.01%
+6,340
1372
$384K 0.01%
29,059
+1,943
1373
$382K 0.01%
17,391
-21,800
1374
$382K 0.01%
14,763
-900
1375
$379K 0.01%
10,288
+4,650
53 54
55
56 57