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
1626
$145K ﹤0.01%
15,247
+2,318
1627
$143K ﹤0.01%
17,524
-446
1628
$141K ﹤0.01%
10,000
1629
$141K ﹤0.01%
14,000
-1,500
1630
$139K ﹤0.01%
+16,902
1631
$139K ﹤0.01%
+22,134
1632
$139K ﹤0.01%
13,831
-490
1633
$138K ﹤0.01%
163
+4
1634
$137K ﹤0.01%
19,850
-500
1635
$136K ﹤0.01%
4,544
+1,519
1636
$135K ﹤0.01%
+12,662
1637
$135K ﹤0.01%
21,050
-302
1638
$134K ﹤0.01%
29,919
-1,825
1639
$134K ﹤0.01%
+10,250
1640
$133K ﹤0.01%
14,466
+3,506
1641
$132K ﹤0.01%
+10,670
1642
$132K ﹤0.01%
1
1643
$131K ﹤0.01%
9
1644
$130K ﹤0.01%
12,283
+1,323
1645
$130K ﹤0.01%
13,008
-16,468
1646
$130K ﹤0.01%
38,668
+3,357
1647
$129K ﹤0.01%
11,925
-1,880
1648
$127K ﹤0.01%
+4,325
1649
$126K ﹤0.01%
15,896
-6,111
1650
$126K ﹤0.01%
2,319
+109
64 65
66
67 68