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
1526
$291K ﹤0.01%
22,430
+14
1527
$290K ﹤0.01%
7,581
+27
1528
$290K ﹤0.01%
+8,648
1529
$289K ﹤0.01%
76,666
-23,120
1530
$289K ﹤0.01%
2,612
-156
1531
$288K ﹤0.01%
520
+192
1532
$286K ﹤0.01%
5,885
-2,236
1533
$286K ﹤0.01%
4,581
+39
1534
$286K ﹤0.01%
225
-13
1535
$285K ﹤0.01%
+11,934
1536
$284K ﹤0.01%
33,315
+8,761
1537
$284K ﹤0.01%
+16,620
1538
$284K ﹤0.01%
10,128
+2,164
1539
$284K ﹤0.01%
4,078
+69
1540
$284K ﹤0.01%
21,933
+236
1541
$284K ﹤0.01%
21,983
+6,064
1542
$283K ﹤0.01%
6,031
-301
1543
$282K ﹤0.01%
+12,670
1544
$282K ﹤0.01%
5,734
+988
1545
$282K ﹤0.01%
1,629
-412
1546
$281K ﹤0.01%
8,911
+50
1547
$281K ﹤0.01%
3,974
-1,264
1548
$281K ﹤0.01%
+3,614
1549
$280K ﹤0.01%
8,582
-401
1550
$280K ﹤0.01%
9,174
+186
60 61
62
63 64