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
1501
$218K ﹤0.01%
2,468
-400
1502
$217K ﹤0.01%
+2,761
1503
$217K ﹤0.01%
+9,369
1504
$217K ﹤0.01%
+4,658
1505
$217K ﹤0.01%
11,236
+1,215
1506
$216K ﹤0.01%
+5,641
1507
$216K ﹤0.01%
3,550
-7,949
1508
$216K ﹤0.01%
+5,228
1509
$215K ﹤0.01%
+1,237
1510
$215K ﹤0.01%
24,300
-350
1511
$215K ﹤0.01%
+9,550
1512
$214K ﹤0.01%
+5,879
1513
$213K ﹤0.01%
2,297
-76
1514
$213K ﹤0.01%
8,850
-1,905
1515
$213K ﹤0.01%
+5,606
1516
$212K ﹤0.01%
+16,570
1517
$212K ﹤0.01%
13,166
+481
1518
$212K ﹤0.01%
+6,224
1519
$211K ﹤0.01%
2,241
+118
1520
$211K ﹤0.01%
8,764
+5,085
1521
$209K ﹤0.01%
+4,995
1522
$209K ﹤0.01%
+1,483
1523
$209K ﹤0.01%
+9,195
1524
$209K ﹤0.01%
+5,616
1525
$209K ﹤0.01%
+8,705
59 60
61
62 63