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
1701
$216K ﹤0.01%
2,796
+15
1702
$216K ﹤0.01%
7,736
-2,149
1703
$216K ﹤0.01%
27,563
+700
1704
$216K ﹤0.01%
6,865
1705
$216K ﹤0.01%
+5,052
1706
$216K ﹤0.01%
+24,738
1707
$215K ﹤0.01%
+3,840
1708
$215K ﹤0.01%
16,571
1709
$215K ﹤0.01%
19,631
-9,309
1710
$215K ﹤0.01%
16,662
1711
$214K ﹤0.01%
+16,523
1712
$214K ﹤0.01%
5,172
-1
1713
$213K ﹤0.01%
+2,345
1714
$213K ﹤0.01%
+4,700
1715
$213K ﹤0.01%
4,122
-582
1716
$213K ﹤0.01%
+2,120
1717
$212K ﹤0.01%
16,691
+51
1718
$212K ﹤0.01%
17,934
-1,905
1719
$212K ﹤0.01%
15,852
-5,929
1720
$211K ﹤0.01%
+1,732
1721
$210K ﹤0.01%
3,674
-136
1722
$210K ﹤0.01%
16,156
+723
1723
$210K ﹤0.01%
14,923
-5,700
1724
$210K ﹤0.01%
+4,778
1725
$210K ﹤0.01%
1,465
-194
67 68
69
70 71