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
151
$8.5M 0.13%
146,961
+41,385
152
$8.23M 0.12%
99,584
+6,957
153
$8.21M 0.12%
58,285
+8,618
154
$8.19M 0.12%
435,075
+66,520
155
$8.09M 0.12%
263,201
+249,113
156
$8.02M 0.12%
123,573
-14,896
157
$7.76M 0.11%
135,381
+72,844
158
$7.7M 0.11%
98,339
+24,818
159
$7.68M 0.11%
220,008
+11,684
160
$7.68M 0.11%
147,729
+24,735
161
$7.65M 0.11%
196,629
+17,253
162
$7.63M 0.11%
315,900
+66,070
163
$7.62M 0.11%
270,878
-86,090
164
$7.58M 0.11%
118,854
+17,780
165
$7.57M 0.11%
216,776
+19,034
166
$7.54M 0.11%
72,951
+5,733
167
$7.53M 0.11%
141,594
+13,960
168
$7.49M 0.11%
195,707
+65,366
169
$7.46M 0.11%
71,126
-2,464
170
$7.42M 0.11%
133,861
+6,503
171
$7.35M 0.11%
133,745
+94,510
172
$7.33M 0.11%
45,807
+2,854
173
$7.3M 0.11%
86,433
-1,141
174
$7.25M 0.11%
68,036
-2,570
175
$7.23M 0.11%
137,298
-4,400
5 6
7
8 9