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
1426
$347K 0.01%
+10,361
1427
$346K 0.01%
5,119
-17
1428
$345K 0.01%
27,565
-2,972
1429
$345K 0.01%
11,804
+856
1430
$344K 0.01%
43,888
-2,474
1431
$343K 0.01%
29,232
-1,127
1432
$342K 0.01%
8,052
-142
1433
$342K 0.01%
6,164
+12
1434
$341K 0.01%
2,038
-393
1435
$341K 0.01%
21,195
-500
1436
$340K 0.01%
+7,294
1437
$340K 0.01%
+6,573
1438
$339K 0.01%
30,144
+913
1439
$338K 0.01%
8,330
+1,392
1440
$338K 0.01%
+13,574
1441
$338K 0.01%
1,884
+335
1442
$338K 0.01%
204
+22
1443
$337K 0.01%
2,962
-1,775
1444
$336K ﹤0.01%
7,197
-276
1445
$335K ﹤0.01%
2,001
+18
1446
$335K ﹤0.01%
5,609
1447
$335K ﹤0.01%
3,184
+154
1448
$334K ﹤0.01%
4,767
-667
1449
$334K ﹤0.01%
+13,573
1450
$334K ﹤0.01%
13,288
+1,415
56 57
58
59 60