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
1551
$280K ﹤0.01%
7,030
+585
1552
$279K ﹤0.01%
+27,705
1553
$279K ﹤0.01%
43,447
+3,912
1554
$277K ﹤0.01%
+8,524
1555
$277K ﹤0.01%
4,487
-492
1556
$276K ﹤0.01%
+10,941
1557
$276K ﹤0.01%
3,258
+193
1558
$276K ﹤0.01%
+5,233
1559
$274K ﹤0.01%
36,715
-200
1560
$273K ﹤0.01%
+3,485
1561
$273K ﹤0.01%
+9,238
1562
$273K ﹤0.01%
5,600
-180
1563
$272K ﹤0.01%
13,560
1564
$272K ﹤0.01%
5,622
+205
1565
$272K ﹤0.01%
26,990
+1,521
1566
$271K ﹤0.01%
8,716
+81
1567
$271K ﹤0.01%
12,084
+60
1568
$271K ﹤0.01%
4,972
-781
1569
$271K ﹤0.01%
2,404
+799
1570
$271K ﹤0.01%
3,369
+621
1571
$270K ﹤0.01%
+15,364
1572
$270K ﹤0.01%
59,208
-5,055
1573
$269K ﹤0.01%
+2,662
1574
$269K ﹤0.01%
7,842
-875
1575
$269K ﹤0.01%
3,517
-594
61 62
63
64 65