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
1376
$378K 0.01%
+4,553
1377
$377K 0.01%
15,318
+28
1378
$374K 0.01%
4,052
-6
1379
$373K 0.01%
21,348
1380
$372K 0.01%
2,025
1381
$371K 0.01%
3,398
+99
1382
$370K 0.01%
6,635
-783
1383
$367K 0.01%
+24,000
1384
$367K 0.01%
3,542
+2
1385
$367K 0.01%
+21,272
1386
$366K 0.01%
16,281
+970
1387
$366K 0.01%
+14,332
1388
$365K 0.01%
7,490
+850
1389
$363K 0.01%
9,397
+3,826
1390
$362K 0.01%
+2,176
1391
$362K 0.01%
10,358
-688
1392
$362K 0.01%
7,591
-46
1393
$361K 0.01%
3,501
-121
1394
$361K 0.01%
12,893
-116
1395
$360K 0.01%
+5,417
1396
$360K 0.01%
+4,127
1397
$359K 0.01%
20,916
-2,395
1398
$359K 0.01%
31,562
+2,954
1399
$359K 0.01%
28,460
-97
1400
$358K 0.01%
3,900
-250
54 55
56
57 58