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
1401
$252K ﹤0.01%
10,145
+505
1402
$252K ﹤0.01%
21,404
-9,139
1403
$251K ﹤0.01%
+24,725
1404
$251K ﹤0.01%
8,758
-3,689
1405
$251K ﹤0.01%
+4,930
1406
$251K ﹤0.01%
+4,755
1407
$251K ﹤0.01%
3,597
-1,117
1408
$250K ﹤0.01%
4,392
+70
1409
$250K ﹤0.01%
4,236
-120
1410
$249K ﹤0.01%
+4,255
1411
$249K ﹤0.01%
6,412
+984
1412
$249K ﹤0.01%
20,589
-626
1413
$248K ﹤0.01%
+9,704
1414
$248K ﹤0.01%
15,273
-1,019
1415
$248K ﹤0.01%
3,780
1416
$247K ﹤0.01%
4,183
-935
1417
$247K ﹤0.01%
+9,480
1418
$247K ﹤0.01%
7,606
+774
1419
$247K ﹤0.01%
10,082
+470
1420
$247K ﹤0.01%
30,435
-2,075
1421
$246K ﹤0.01%
11,334
+123
1422
$245K ﹤0.01%
8,110
-311
1423
$245K ﹤0.01%
+5,290
1424
$245K ﹤0.01%
2,463
-97
1425
$244K ﹤0.01%
+921
55 56
57
58 59