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
1651
$235K ﹤0.01%
7,545
-309
1652
$235K ﹤0.01%
10,445
+139
1653
$235K ﹤0.01%
+7,052
1654
$234K ﹤0.01%
+32,448
1655
$234K ﹤0.01%
+13,089
1656
$234K ﹤0.01%
3,790
-299
1657
$233K ﹤0.01%
6,966
-5,120
1658
$232K ﹤0.01%
2,653
-2,804
1659
$232K ﹤0.01%
5,262
-10
1660
$232K ﹤0.01%
9,007
-200
1661
$231K ﹤0.01%
+7,264
1662
$231K ﹤0.01%
+8,533
1663
$231K ﹤0.01%
+3,483
1664
$231K ﹤0.01%
+8,224
1665
$230K ﹤0.01%
8,871
+1,358
1666
$230K ﹤0.01%
5,261
1667
$230K ﹤0.01%
14,835
-169
1668
$228K ﹤0.01%
+10,423
1669
$228K ﹤0.01%
29,473
-8,452
1670
$228K ﹤0.01%
9,150
-871
1671
$227K ﹤0.01%
+1,462
1672
$227K ﹤0.01%
23,514
-130
1673
$227K ﹤0.01%
19,478
-6,061
1674
$226K ﹤0.01%
2,408
+480
1675
$225K ﹤0.01%
+8,233
65 66
67
68 69