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
1476
$317K ﹤0.01%
216
+20
1477
$315K ﹤0.01%
13,268
-4,754
1478
$314K ﹤0.01%
14,554
+2,906
1479
$314K ﹤0.01%
6,360
-7,749
1480
$314K ﹤0.01%
5,664
-209
1481
$314K ﹤0.01%
3,279
-484
1482
$313K ﹤0.01%
+9,013
1483
$313K ﹤0.01%
26,528
-66
1484
$311K ﹤0.01%
21,209
-37
1485
$310K ﹤0.01%
6,501
+9
1486
$310K ﹤0.01%
13,637
-680
1487
$309K ﹤0.01%
3,620
+590
1488
$309K ﹤0.01%
10,385
+260
1489
$309K ﹤0.01%
11,891
+750
1490
$309K ﹤0.01%
3,933
-817
1491
$309K ﹤0.01%
12,186
+40
1492
$308K ﹤0.01%
19,682
1493
$307K ﹤0.01%
10,786
+13
1494
$307K ﹤0.01%
4,821
+16
1495
$307K ﹤0.01%
20,840
-49
1496
$306K ﹤0.01%
16,257
-807
1497
$305K ﹤0.01%
6,262
-354
1498
$304K ﹤0.01%
7,103
-3,204
1499
$304K ﹤0.01%
4,998
-6,094
1500
$304K ﹤0.01%
10,858
+3,342
58 59
60
61 62