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
1376
$264K ﹤0.01%
+4,680
1377
$263K ﹤0.01%
+2,802
1378
$262K ﹤0.01%
11,969
-2,751
1379
$261K ﹤0.01%
12,190
-98
1380
$261K ﹤0.01%
4,518
+460
1381
$260K ﹤0.01%
10,948
-1,988
1382
$260K ﹤0.01%
+5,609
1383
$259K ﹤0.01%
2,830
-103,089
1384
$259K ﹤0.01%
12,377
+1,772
1385
$259K ﹤0.01%
14,692
+906
1386
$258K ﹤0.01%
13,697
-3,082
1387
$258K ﹤0.01%
3,718
+151
1388
$257K ﹤0.01%
+9,335
1389
$257K ﹤0.01%
7,595
-605
1390
$256K ﹤0.01%
5,478
-904
1391
$256K ﹤0.01%
8,667
-909
1392
$256K ﹤0.01%
19,010
-700
1393
$256K ﹤0.01%
6,804
+8
1394
$256K ﹤0.01%
3,429
-313
1395
$256K ﹤0.01%
5,782
-17
1396
$254K ﹤0.01%
+12,956
1397
$254K ﹤0.01%
10,551
+289
1398
$254K ﹤0.01%
21,091
1399
$252K ﹤0.01%
22,033
+953
1400
$252K ﹤0.01%
15,494
-1,325
54 55
56
57 58