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
1676
$225K ﹤0.01%
+24,202
1677
$225K ﹤0.01%
4,318
1678
$225K ﹤0.01%
7,705
-305
1679
$224K ﹤0.01%
1,760
-94
1680
$224K ﹤0.01%
19,232
-255
1681
$223K ﹤0.01%
5,366
-542
1682
$223K ﹤0.01%
4,776
-1,656
1683
$223K ﹤0.01%
8,287
+56
1684
$222K ﹤0.01%
+977
1685
$222K ﹤0.01%
+4,362
1686
$222K ﹤0.01%
6,620
-415
1687
$222K ﹤0.01%
+8,871
1688
$221K ﹤0.01%
25,679
+5,957
1689
$221K ﹤0.01%
21,729
+2,583
1690
$220K ﹤0.01%
2,814
-549
1691
$220K ﹤0.01%
8,530
-6,357
1692
$219K ﹤0.01%
16,713
-181
1693
$219K ﹤0.01%
3,987
-300
1694
$218K ﹤0.01%
11,634
+304
1695
$218K ﹤0.01%
35,401
+11,371
1696
$218K ﹤0.01%
11,175
+255
1697
$217K ﹤0.01%
3,433
+679
1698
$216K ﹤0.01%
+5,670
1699
$216K ﹤0.01%
+13,354
1700
$216K ﹤0.01%
4,085
-355
66 67
68
69 70