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
1401
$358K 0.01%
7,679
+926
1402
$358K 0.01%
13,415
-415
1403
$358K 0.01%
6,924
+1,345
1404
$357K 0.01%
7,207
+2,339
1405
$357K 0.01%
+14,270
1406
$356K 0.01%
+7,806
1407
$356K 0.01%
47,389
-3,755
1408
$355K 0.01%
+35,580
1409
$354K 0.01%
+3,575
1410
$354K 0.01%
18,236
1411
$353K 0.01%
10,942
-26,814
1412
$353K 0.01%
5,830
+1,363
1413
$353K 0.01%
14,071
+2,417
1414
$352K 0.01%
4,677
+366
1415
$352K 0.01%
+11,700
1416
$352K 0.01%
5,737
-1,194
1417
$352K 0.01%
4,486
+66
1418
$351K 0.01%
+1,398
1419
$350K 0.01%
+12,742
1420
$350K 0.01%
23,980
-1,839
1421
$349K 0.01%
2,825
+337
1422
$349K 0.01%
35,014
-713
1423
$349K 0.01%
8,368
+498
1424
$349K 0.01%
23,911
+5,426
1425
$347K 0.01%
7,087
+1,070
55 56
57
58 59