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
1776
– –
-11,504
1777
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-8,181
1778
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-6,772
1779
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-4,842
1780
– –
-11,500
1781
– –
-11,002
1782
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-16,674
1783
– –
-17,342
1784
– –
-1,083
1785
– –
-15,123
1786
– –
-20,800
1787
– –
-16,000
1788
– –
-10,429
1789
– –
-66,880
1790
– –
-12,774
1791
– –
-10,024
1792
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-14,940
1793
– –
-17,829
1794
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-14,304
1795
– –
-15,701
1796
– –
-4,238
1797
– –
-19,382
1798
– –
-11,973
1799
– –
-9,210
1800
– –
-12,872
70 71
72
73 74