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
1626
$250K ﹤0.01%
4,998
+1,048
1627
$250K ﹤0.01%
17,849
-1,890
1628
$250K ﹤0.01%
4,632
+236
1629
$249K ﹤0.01%
9,917
+271
1630
$249K ﹤0.01%
10,181
-2,756
1631
$248K ﹤0.01%
18,483
-352
1632
$247K ﹤0.01%
+4,315
1633
$247K ﹤0.01%
14,977
-2,270
1634
$246K ﹤0.01%
+10,070
1635
$246K ﹤0.01%
3,220
-651
1636
$245K ﹤0.01%
7,096
-1,871
1637
$244K ﹤0.01%
6,691
+779
1638
$243K ﹤0.01%
7,835
+500
1639
$241K ﹤0.01%
+4,025
1640
$240K ﹤0.01%
3,613
+319
1641
$240K ﹤0.01%
380
+4
1642
$239K ﹤0.01%
4,126
-2,125
1643
$239K ﹤0.01%
17,902
+132
1644
$238K ﹤0.01%
+8,218
1645
$237K ﹤0.01%
+5,251
1646
$237K ﹤0.01%
10,285
+981
1647
$237K ﹤0.01%
7,470
-780
1648
$236K ﹤0.01%
976
-297
1649
$236K ﹤0.01%
3,785
+360
1650
$236K ﹤0.01%
4,769
-453
64 65
66
67 68