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
1576
$186K ﹤0.01%
13,009
-2,334
1577
$184K ﹤0.01%
+12,665
1578
$184K ﹤0.01%
31,136
-31,821
1579
$183K ﹤0.01%
10,713
-1,049
1580
$183K ﹤0.01%
+10,691
1581
$181K ﹤0.01%
16,720
1582
$180K ﹤0.01%
13,076
+600
1583
$180K ﹤0.01%
9,379
+876
1584
$180K ﹤0.01%
18,540
-200
1585
$180K ﹤0.01%
11,858
-941
1586
$178K ﹤0.01%
27,275
1587
$178K ﹤0.01%
11,400
1588
$178K ﹤0.01%
+11,481
1589
$177K ﹤0.01%
22,798
-3,677
1590
$177K ﹤0.01%
25,834
+1,361
1591
$176K ﹤0.01%
32,720
1592
$176K ﹤0.01%
14,231
+693
1593
$174K ﹤0.01%
16,839
+155
1594
$173K ﹤0.01%
10,456
+7
1595
$172K ﹤0.01%
11,015
+95
1596
$172K ﹤0.01%
36,915
1597
$171K ﹤0.01%
29,581
+14,071
1598
$171K ﹤0.01%
16,620
-850
1599
$170K ﹤0.01%
+17,663
1600
$168K ﹤0.01%
276
+5
62 63
64
65 66