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
1526
$208K ﹤0.01%
+5,499
1527
$208K ﹤0.01%
36,551
+19,679
1528
$208K ﹤0.01%
+9,244
1529
$208K ﹤0.01%
+7,645
1530
$208K ﹤0.01%
+3,770
1531
$207K ﹤0.01%
3,246
-1,034
1532
$207K ﹤0.01%
3,257
-5,997
1533
$206K ﹤0.01%
15,141
+60
1534
$206K ﹤0.01%
+4,034
1535
$206K ﹤0.01%
+1,029
1536
$206K ﹤0.01%
+7,745
1537
$205K ﹤0.01%
+3,737
1538
$205K ﹤0.01%
+13,049
1539
$205K ﹤0.01%
+4,661
1540
$205K ﹤0.01%
1,577
+332
1541
$204K ﹤0.01%
+3,580
1542
$204K ﹤0.01%
+5,289
1543
$204K ﹤0.01%
14,533
+3,018
1544
$204K ﹤0.01%
+7,037
1545
$204K ﹤0.01%
+7,469
1546
$204K ﹤0.01%
12,092
-2,247
1547
$203K ﹤0.01%
17,704
-1
1548
$203K ﹤0.01%
+10,907
1549
$203K ﹤0.01%
7,928
+153
1550
$202K ﹤0.01%
15,356
+2,759
60 61
62
63 64