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
151
$6.43M 0.12%
79,790
+7,348
152
$6.41M 0.12%
252,342
-30,464
153
$6.35M 0.12%
132,505
+3,523
154
$6.31M 0.12%
84,420
+6,960
155
$6.22M 0.12%
149,080
-17,769
156
$6.2M 0.12%
202,523
+4,275
157
$6.2M 0.12%
240,335
+2,563
158
$6.1M 0.11%
140,381
-1,015
159
$6.07M 0.11%
67,821
-1,841
160
$6M 0.11%
61,669
+2,241
161
$5.99M 0.11%
152,463
+32,845
162
$5.98M 0.11%
89,950
-112,942
163
$5.97M 0.11%
190,418
-25,620
164
$5.95M 0.11%
62,614
+551
165
$5.92M 0.11%
61,413
+15,207
166
$5.87M 0.11%
73,167
+1,460
167
$5.83M 0.11%
78,532
+2,728
168
$5.82M 0.11%
72,155
+4,544
169
$5.79M 0.11%
219,345
-24,541
170
$5.77M 0.11%
70,985
+11,389
171
$5.72M 0.11%
247,274
+5,373
172
$5.68M 0.11%
164,942
+10,169
173
$5.66M 0.11%
113,724
-510
174
$5.62M 0.1%
117,663
+16,495
175
$5.6M 0.1%
202,661
+13,944
5 6
7
8 9