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
1601
$167K ﹤0.01%
+12,476
1602
$167K ﹤0.01%
51,731
+14,137
1603
$166K ﹤0.01%
+27,910
1604
$165K ﹤0.01%
19,407
+840
1605
$164K ﹤0.01%
15,941
-1,940
1606
$164K ﹤0.01%
32,843
-10,999
1607
$163K ﹤0.01%
14,095
-632
1608
$163K ﹤0.01%
+22,454
1609
$162K ﹤0.01%
35,784
-255
1610
$162K ﹤0.01%
+10,553
1611
$162K ﹤0.01%
+11,067
1612
$157K ﹤0.01%
10,446
-603
1613
$157K ﹤0.01%
23,644
-1,771
1614
$155K ﹤0.01%
45,182
+10,482
1615
$155K ﹤0.01%
28,430
-5,078
1616
$155K ﹤0.01%
+2,978
1617
$155K ﹤0.01%
20,105
+4,885
1618
$155K ﹤0.01%
12,329
1619
$153K ﹤0.01%
+11,627
1620
$151K ﹤0.01%
16,171
-46,889
1621
$151K ﹤0.01%
11,847
-229
1622
$149K ﹤0.01%
+14,492
1623
$147K ﹤0.01%
13,355
-12,633
1624
$147K ﹤0.01%
18,338
1625
$146K ﹤0.01%
17,381
-1,701
63 64
65
66 67