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
1701
$48K ﹤0.01%
+14,122
1702
$46K ﹤0.01%
132
1703
$44K ﹤0.01%
+1,300
1704
$42K ﹤0.01%
30,125
-25
1705
$41K ﹤0.01%
+182
1706
$40K ﹤0.01%
+623
1707
$40K ﹤0.01%
+515
1708
$40K ﹤0.01%
1,136
1709
$34K ﹤0.01%
+11,956
1710
$32K ﹤0.01%
13
1711
$31K ﹤0.01%
19,210
+1
1712
– –
0
1713
$30K ﹤0.01%
48
1714
$28K ﹤0.01%
11,735
+1,485
1715
$27K ﹤0.01%
3,419
1716
$24K ﹤0.01%
17,251
-1,400
1717
$23K ﹤0.01%
10,025
-11,530
1718
$23K ﹤0.01%
193
1719
$22K ﹤0.01%
+992
1720
$22K ﹤0.01%
1,188
+350
1721
– –
0
1722
$19K ﹤0.01%
20,130
1723
$19K ﹤0.01%
+1,200
1724
$18K ﹤0.01%
1,350
1725
$17K ﹤0.01%
2,800
+100
67 68
69
70 71