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
1476
$226K ﹤0.01%
16,757
+5,091
1477
$226K ﹤0.01%
8,855
1478
$226K ﹤0.01%
+11,937
1479
$225K ﹤0.01%
6,208
-7,744
1480
$225K ﹤0.01%
6,629
+3,175
1481
$224K ﹤0.01%
9,951
-1,320
1482
$224K ﹤0.01%
27,042
+28
1483
$224K ﹤0.01%
5,223
-626
1484
$223K ﹤0.01%
+5,850
1485
$223K ﹤0.01%
+5,199
1486
$223K ﹤0.01%
2,885
-1,009
1487
$223K ﹤0.01%
+39,902
1488
$223K ﹤0.01%
+39,424
1489
$222K ﹤0.01%
+51,790
1490
$221K ﹤0.01%
14,211
-6,871
1491
$221K ﹤0.01%
3,000
1492
$221K ﹤0.01%
+13,349
1493
$220K ﹤0.01%
+4,318
1494
$220K ﹤0.01%
5,061
1495
$220K ﹤0.01%
+2,196
1496
$219K ﹤0.01%
+7,814
1497
$219K ﹤0.01%
1,421
-297
1498
$219K ﹤0.01%
+7,267
1499
$218K ﹤0.01%
+7,736
1500
$218K ﹤0.01%
+2,955
58 59
60
61 62