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
126
$10.1M 0.15%
79,701
+6,333
127
$10.1M 0.15%
210,269
+12,526
128
$10.1M 0.15%
+144,689
129
$9.97M 0.15%
182,288
+23,945
130
$9.94M 0.15%
225,329
+34,514
131
$9.93M 0.15%
96,529
-13,585
132
$9.93M 0.15%
53,549
+4,925
133
$9.89M 0.15%
92,003
+5,629
134
$9.77M 0.14%
175,400
+7,404
135
$9.63M 0.14%
68,343
+23,558
136
$9.6M 0.14%
164,579
+5,109
137
$9.58M 0.14%
191,391
+110,826
138
$9.57M 0.14%
266,085
-8,097
139
$9.54M 0.14%
194,015
+33,349
140
$9.53M 0.14%
78,360
+37,704
141
$9.53M 0.14%
325,503
+172,006
142
$9.26M 0.14%
33,356
+2,369
143
$9.11M 0.13%
118,862
+9,929
144
$9.09M 0.13%
63,087
+21,240
145
$9.08M 0.13%
112,803
+6,389
146
$9.05M 0.13%
421,291
+45,075
147
$8.82M 0.13%
216,759
-11,877
148
$8.82M 0.13%
45,529
+2,601
149
$8.68M 0.13%
77,783
-12,159
150
$8.61M 0.13%
+177,127
4 5
6
7 8