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
1551
$202K ﹤0.01%
+8,628
1552
$201K ﹤0.01%
+19,469
1553
$201K ﹤0.01%
1,388
1554
$201K ﹤0.01%
3,957
-229
1555
$201K ﹤0.01%
+3,162
1556
$201K ﹤0.01%
+6,575
1557
$200K ﹤0.01%
10,264
-8,973
1558
$200K ﹤0.01%
3,889
+9
1559
$200K ﹤0.01%
13,764
-3,044
1560
$200K ﹤0.01%
10,181
-856
1561
$199K ﹤0.01%
18,236
1562
$199K ﹤0.01%
18,012
-2,834
1563
$198K ﹤0.01%
11,150
-3,242
1564
$198K ﹤0.01%
+16,115
1565
$197K ﹤0.01%
18,630
+12
1566
$197K ﹤0.01%
46,573
+1,281
1567
$196K ﹤0.01%
10,023
1568
$192K ﹤0.01%
11,544
1569
$191K ﹤0.01%
40,164
+500
1570
$191K ﹤0.01%
+16,323
1571
$189K ﹤0.01%
+24,754
1572
$188K ﹤0.01%
3,598
+1,424
1573
$188K ﹤0.01%
8,234
-328
1574
$188K ﹤0.01%
+11,122
1575
$186K ﹤0.01%
29,170
-12,917
61 62
63
64 65