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
1451
$234K ﹤0.01%
22,475
+39
1452
$233K ﹤0.01%
4,669
+347
1453
$233K ﹤0.01%
398
-38
1454
$232K ﹤0.01%
11,617
-588
1455
$232K ﹤0.01%
12,756
-2,062
1456
$232K ﹤0.01%
+8,842
1457
$232K ﹤0.01%
2,931
-6
1458
$231K ﹤0.01%
2,611
-88
1459
$231K ﹤0.01%
8,891
-6,306
1460
$231K ﹤0.01%
4,581
1461
$231K ﹤0.01%
27,000
+9,500
1462
$231K ﹤0.01%
+8,115
1463
$231K ﹤0.01%
11,562
+678
1464
$230K ﹤0.01%
7,734
+118
1465
$230K ﹤0.01%
+6,507
1466
$230K ﹤0.01%
+17,415
1467
$229K ﹤0.01%
+22,491
1468
$229K ﹤0.01%
+6,248
1469
$229K ﹤0.01%
+14,300
1470
$229K ﹤0.01%
+6,661
1471
$229K ﹤0.01%
19,257
+1,231
1472
$228K ﹤0.01%
13,123
+411
1473
$228K ﹤0.01%
9,480
-132
1474
$227K ﹤0.01%
+9,150
1475
$226K ﹤0.01%
11,018
57 58
59
60 61