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
1726
$16K ﹤0.01%
752
-17
1727
$14K ﹤0.01%
3,442
-13
1728
$14K ﹤0.01%
10,000
1729
$8K ﹤0.01%
+1
1730
$7K ﹤0.01%
71
1731
$7K ﹤0.01%
12,622
1732
$7K ﹤0.01%
1,140
1733
– –
0
1734
$2K ﹤0.01%
18,824
1735
– –
-2,925
1736
– –
-41,694
1737
– –
-37,714
1738
– –
-11,215
1739
– –
-16,677
1740
– –
-22,256
1741
– –
-14,907
1742
– –
-30,512
1743
– –
-5,738
1744
– –
-194,810
1745
– –
-5,956
1746
– –
-10,574
1747
– –
-20,589
1748
– –
-8,175
1749
– –
-4,282
1750
– –
-6,457
68 69
70
71 72