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
1751
– –
-1,131
1752
– –
-8,262
1753
– –
-2,609
1754
– –
-7,629
1755
– –
-12,600
1756
– –
-66,791
1757
– –
-4,749
1758
– –
-10,401
1759
– –
-6,914
1760
– –
-10,429
1761
– –
-66,880
1762
– –
-12,774
1763
– –
-10,024
1764
– –
-14,940
1765
– –
-17,829
1766
– –
-14,304
1767
– –
-15,701
1768
– –
-4,238
1769
– –
-9,676
1770
– –
-6,225
1771
– –
-17,551
1772
– –
-10,319
1773
– –
-19,382
1774
– –
-11,973
1775
– –
-9,210
69 70
71
72 73