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
1451
$332K ﹤0.01%
15,416
-1,700
1452
$332K ﹤0.01%
5,960
+377
1453
$330K ﹤0.01%
+6,544
1454
$330K ﹤0.01%
11,794
+1,466
1455
$329K ﹤0.01%
3,383
-331
1456
$329K ﹤0.01%
18,100
+3,669
1457
$328K ﹤0.01%
6,494
-227
1458
$328K ﹤0.01%
+12,515
1459
$327K ﹤0.01%
6,669
-787
1460
$326K ﹤0.01%
6,999
-545
1461
$325K ﹤0.01%
5,774
+480
1462
$324K ﹤0.01%
5,080
-3,873
1463
$324K ﹤0.01%
5,970
-165
1464
$323K ﹤0.01%
4,905
-1,435
1465
$323K ﹤0.01%
10,656
+973
1466
$323K ﹤0.01%
+91,361
1467
$322K ﹤0.01%
14,752
-8,580
1468
$322K ﹤0.01%
6,231
-730
1469
$321K ﹤0.01%
7,086
+282
1470
$321K ﹤0.01%
18,800
-259
1471
$321K ﹤0.01%
28,165
+2,867
1472
$319K ﹤0.01%
3,373
+804
1473
$318K ﹤0.01%
2,964
+203
1474
$318K ﹤0.01%
7,065
+592
1475
$318K ﹤0.01%
18,264
+6,993
57 58
59
60 61