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
1776
$185K ﹤0.01%
15,067
-972
1777
$184K ﹤0.01%
10,627
+12
1778
$182K ﹤0.01%
12,599
-6,307
1779
$182K ﹤0.01%
25,400
+1,650
1780
$180K ﹤0.01%
11,262
-135
1781
$180K ﹤0.01%
11,733
+9
1782
$180K ﹤0.01%
21,976
+7,585
1783
$179K ﹤0.01%
10,609
-262
1784
$177K ﹤0.01%
11,720
+275
1785
$173K ﹤0.01%
11,130
1786
$170K ﹤0.01%
+20,550
1787
$170K ﹤0.01%
11,331
-10,630
1788
$168K ﹤0.01%
2,699
+15
1789
$166K ﹤0.01%
33,851
-895
1790
$164K ﹤0.01%
+10,412
1791
$164K ﹤0.01%
10,012
1792
$163K ﹤0.01%
10,813
-815
1793
$162K ﹤0.01%
+25,804
1794
$162K ﹤0.01%
+10,556
1795
$162K ﹤0.01%
+10,085
1796
$162K ﹤0.01%
14,873
+13
1797
$161K ﹤0.01%
10,113
-5
1798
$160K ﹤0.01%
12,341
+306
1799
$159K ﹤0.01%
26,610
-1,610
1800
$158K ﹤0.01%
11,147
-481
70 71
72
73 74