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
1576
$269K ﹤0.01%
18,517
-1,018
1577
$268K ﹤0.01%
40,431
1578
$267K ﹤0.01%
5,358
+1,325
1579
$267K ﹤0.01%
4,481
-1,370
1580
$266K ﹤0.01%
20,458
+750
1581
$266K ﹤0.01%
3,004
-49
1582
$265K ﹤0.01%
+5,540
1583
$265K ﹤0.01%
68,600
-22,325
1584
$265K ﹤0.01%
10,070
+535
1585
$264K ﹤0.01%
+283
1586
$264K ﹤0.01%
+8,295
1587
$263K ﹤0.01%
15,051
-242
1588
$263K ﹤0.01%
6,491
+8
1589
$262K ﹤0.01%
22,144
-2,561
1590
$262K ﹤0.01%
4,147
+87
1591
$262K ﹤0.01%
17,917
+1,028
1592
$262K ﹤0.01%
32,150
+18,650
1593
$262K ﹤0.01%
+5,200
1594
$261K ﹤0.01%
+6,450
1595
$261K ﹤0.01%
23,047
+2,630
1596
$261K ﹤0.01%
+4,202
1597
$261K ﹤0.01%
14,242
-2,230
1598
$260K ﹤0.01%
16,704
+39
1599
$260K ﹤0.01%
5,108
+527
1600
$259K ﹤0.01%
+10,295
62 63
64
65 66