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
1601
$258K ﹤0.01%
+6,128
1602
$258K ﹤0.01%
16,919
+336
1603
$258K ﹤0.01%
21,817
-1,113
1604
$258K ﹤0.01%
8,825
+30
1605
$258K ﹤0.01%
16,207
-339
1606
$257K ﹤0.01%
+13,912
1607
$256K ﹤0.01%
+1,542
1608
$256K ﹤0.01%
2,701
-32
1609
$256K ﹤0.01%
21,883
+1,651
1610
$256K ﹤0.01%
5,453
-589
1611
$255K ﹤0.01%
7,486
-28,147
1612
$255K ﹤0.01%
6,007
+253
1613
$255K ﹤0.01%
5,669
-28
1614
$255K ﹤0.01%
17,046
-216
1615
$254K ﹤0.01%
30,000
1616
$254K ﹤0.01%
+14,177
1617
$253K ﹤0.01%
3,191
-167
1618
$252K ﹤0.01%
7,703
+881
1619
$252K ﹤0.01%
26,709
+7,460
1620
$252K ﹤0.01%
22,220
-142
1621
$251K ﹤0.01%
+3,169
1622
$251K ﹤0.01%
8,160
+54
1623
$251K ﹤0.01%
10,341
+1,939
1624
$251K ﹤0.01%
6,984
-197
1625
$251K ﹤0.01%
+8,247
63 64
65
66 67