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
1501
$303K ﹤0.01%
31
+1
1502
$303K ﹤0.01%
7,440
+7
1503
$303K ﹤0.01%
43,774
-25,078
1504
$303K ﹤0.01%
+9,794
1505
$302K ﹤0.01%
8,668
+695
1506
$301K ﹤0.01%
7,529
-195
1507
$301K ﹤0.01%
69,589
+55
1508
$300K ﹤0.01%
23,843
+3,201
1509
$300K ﹤0.01%
10,710
+4
1510
$300K ﹤0.01%
11,632
+293
1511
$299K ﹤0.01%
+12,219
1512
$299K ﹤0.01%
2,756
+126
1513
$299K ﹤0.01%
21,824
+600
1514
$299K ﹤0.01%
29,730
-6,844
1515
$298K ﹤0.01%
10,240
-226
1516
$297K ﹤0.01%
7,047
+308
1517
$297K ﹤0.01%
72,834
1518
$296K ﹤0.01%
15,728
+900
1519
$295K ﹤0.01%
15,522
+77
1520
$295K ﹤0.01%
11,636
+68
1521
$295K ﹤0.01%
6,610
+93
1522
$294K ﹤0.01%
2,500
+454
1523
$294K ﹤0.01%
5,676
+603
1524
$294K ﹤0.01%
5,499
-562
1525
$291K ﹤0.01%
+2,189
59 60
61
62 63