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
1426
$244K ﹤0.01%
+4,834
1427
$243K ﹤0.01%
5,685
+382
1428
$243K ﹤0.01%
17,057
-1,023
1429
$242K ﹤0.01%
4,156
+97
1430
$241K ﹤0.01%
4,513
-1,271
1431
$240K ﹤0.01%
4,065
-71
1432
$240K ﹤0.01%
+14,792
1433
$240K ﹤0.01%
+5,238
1434
$240K ﹤0.01%
+7,203
1435
$240K ﹤0.01%
3,574
-1,335
1436
$239K ﹤0.01%
9,835
-1,070
1437
$239K ﹤0.01%
1,572
-272
1438
$239K ﹤0.01%
7,899
-2,121
1439
$238K ﹤0.01%
39,140
-907
1440
$238K ﹤0.01%
9,216
-893
1441
$238K ﹤0.01%
554
-16
1442
$238K ﹤0.01%
+6,480
1443
$235K ﹤0.01%
6,396
-316
1444
$235K ﹤0.01%
3,441
+151
1445
$235K ﹤0.01%
+5,895
1446
$234K ﹤0.01%
+28,526
1447
$234K ﹤0.01%
14,035
-455
1448
$234K ﹤0.01%
+4,973
1449
$234K ﹤0.01%
9,691
-5,233
1450
$234K ﹤0.01%
3,968
-564
56 57
58
59 60