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
126
$7.88M 0.15%
+403,256
127
$7.84M 0.15%
127,791
-31,875
128
$7.71M 0.14%
121,440
+8,079
129
$7.69M 0.14%
534,204
+315,776
130
$7.68M 0.14%
82,079
+6,094
131
$7.67M 0.14%
70,149
+3,796
132
$7.59M 0.14%
232,844
+1,622
133
$7.49M 0.14%
117,227
-433
134
$7.46M 0.14%
152,316
-9,851
135
$7.42M 0.14%
515,696
+131,202
136
$7.39M 0.14%
190,272
+23,422
137
$7.38M 0.14%
52,744
+2,619
138
$7.31M 0.14%
30,499
+5,194
139
$7.27M 0.14%
+43,593
140
$7.18M 0.13%
73,503
-35,675
141
$7.11M 0.13%
473,415
-26,157
142
$7.07M 0.13%
130,190
+32,751
143
$6.99M 0.13%
55,443
-629
144
$6.89M 0.13%
45,200
+197
145
$6.84M 0.13%
+106,569
146
$6.72M 0.12%
+158,933
147
$6.7M 0.12%
59,378
-669
148
$6.57M 0.12%
61,413
+9,893
149
$6.47M 0.12%
58,214
+3,543
150
$6.46M 0.12%
100,949
+5,169
4 5
6
7 8