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
1751
$202K ﹤0.01%
3,681
-327
1752
$202K ﹤0.01%
+1,390
1753
$202K ﹤0.01%
15,594
-453
1754
$201K ﹤0.01%
12,526
-191
1755
$201K ﹤0.01%
+8,146
1756
$200K ﹤0.01%
10,126
-115
1757
$200K ﹤0.01%
+25,172
1758
$200K ﹤0.01%
+8,594
1759
$200K ﹤0.01%
+6,009
1760
$199K ﹤0.01%
13,585
+13
1761
$199K ﹤0.01%
13,800
1762
$197K ﹤0.01%
11,065
+202
1763
$197K ﹤0.01%
+10,501
1764
$194K ﹤0.01%
13,513
-659
1765
$193K ﹤0.01%
4,866
-743
1766
$192K ﹤0.01%
+14,247
1767
$191K ﹤0.01%
8,031
-2,034
1768
$190K ﹤0.01%
+10,385
1769
$190K ﹤0.01%
35,004
-9,112
1770
$190K ﹤0.01%
+11,845
1771
$189K ﹤0.01%
+11,253
1772
$188K ﹤0.01%
34,318
+1,971
1773
$187K ﹤0.01%
15,996
+804
1774
$186K ﹤0.01%
36,464
-898
1775
$186K ﹤0.01%
+13,539
69 70
71
72 73