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 4.52%
2 Healthcare 4.34%
3 Financials 4.33%
4 Industrials 4.28%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-4,282
1752
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-6,457
1753
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-1,131
1754
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-8,262
1755
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-2,609
1756
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-7,629
1757
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-12,600
1758
– –
-66,791
1759
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-4,749
1760
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-10,401
1761
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-6,914
1762
– –
-9,676
1763
– –
-6,225
1764
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-17,551
1765
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-10,319
1766
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-2,704
1767
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-20,617
1768
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-8,324
1769
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-10,357
1770
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-10,122
1771
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-10,091
1772
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-10,488
1773
– –
-10,800
1774
– –
-40
1775
– –
-12,039
69 70
71
72 73