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
1726
$210K ﹤0.01%
64,753
-7,380
1727
$209K ﹤0.01%
6,711
1728
$209K ﹤0.01%
15,881
+1,022
1729
$209K ﹤0.01%
2,693
+88
1730
$208K ﹤0.01%
5,189
+185
1731
$208K ﹤0.01%
2,018
-901
1732
$208K ﹤0.01%
15,231
+1,200
1733
$207K ﹤0.01%
+2,348
1734
$207K ﹤0.01%
+5,132
1735
$207K ﹤0.01%
+5,224
1736
$207K ﹤0.01%
8,608
+680
1737
$207K ﹤0.01%
4,021
-169
1738
$206K ﹤0.01%
+5,564
1739
$206K ﹤0.01%
+7,275
1740
$205K ﹤0.01%
17,562
-54
1741
$204K ﹤0.01%
+3,027
1742
$204K ﹤0.01%
3,100
-1,500
1743
$204K ﹤0.01%
58,332
+6,502
1744
$204K ﹤0.01%
5,256
-246
1745
$204K ﹤0.01%
+7,250
1746
$203K ﹤0.01%
+12,019
1747
$203K ﹤0.01%
+8,134
1748
$203K ﹤0.01%
56,024
-1,155
1749
$203K ﹤0.01%
16,019
-4,529
1750
$202K ﹤0.01%
10,703
68 69
70
71 72