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
1651
$126K ﹤0.01%
23,799
+130
1652
$125K ﹤0.01%
29,003
+1,752
1653
$125K ﹤0.01%
+10,732
1654
$124K ﹤0.01%
10,674
-1,146
1655
$122K ﹤0.01%
16,587
+2,350
1656
$122K ﹤0.01%
22,012
-4,713
1657
$121K ﹤0.01%
17,324
-2,959
1658
$121K ﹤0.01%
11,900
1659
$120K ﹤0.01%
27,693
-26,692
1660
$118K ﹤0.01%
11,268
-992
1661
$118K ﹤0.01%
23,425
-29,700
1662
$118K ﹤0.01%
65,255
-2,109
1663
$117K ﹤0.01%
13,240
-6,001
1664
$114K ﹤0.01%
11,200
1665
$112K ﹤0.01%
5,722
-240
1666
$112K ﹤0.01%
21,100
+3,000
1667
$112K ﹤0.01%
+2,233
1668
$109K ﹤0.01%
14,454
+2,084
1669
$107K ﹤0.01%
+16,035
1670
$107K ﹤0.01%
+13,646
1671
$105K ﹤0.01%
14,163
+1,066
1672
$102K ﹤0.01%
16,063
-1,370
1673
$95K ﹤0.01%
11,600
-3,700
1674
$93K ﹤0.01%
+10,743
1675
$93K ﹤0.01%
19,010
65 66
67
68 69