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
1801
$157K ﹤0.01%
25,951
-15,084
1802
$156K ﹤0.01%
10,733
-15,927
1803
$156K ﹤0.01%
10,854
-6,829
1804
$154K ﹤0.01%
17,755
-520
1805
$154K ﹤0.01%
15,890
-509
1806
$153K ﹤0.01%
17,907
1807
$153K ﹤0.01%
1,582
-413
1808
$152K ﹤0.01%
7,965
+996
1809
$147K ﹤0.01%
11,014
+67
1810
$147K ﹤0.01%
+2,878
1811
$144K ﹤0.01%
16,142
+49
1812
$142K ﹤0.01%
14,181
+60
1813
$142K ﹤0.01%
14,218
1814
$142K ﹤0.01%
16,884
+146
1815
$142K ﹤0.01%
+12,316
1816
$142K ﹤0.01%
17,458
+6
1817
$141K ﹤0.01%
13,508
+216
1818
$141K ﹤0.01%
13,275
+432
1819
$139K ﹤0.01%
24,560
+6,243
1820
$135K ﹤0.01%
18,325
-250
1821
$135K ﹤0.01%
10,276
-250
1822
$134K ﹤0.01%
+10,960
1823
$133K ﹤0.01%
16,513
-1,330
1824
$133K ﹤0.01%
10,360
-1,236
1825
$133K ﹤0.01%
+17,050
71 72
73
74 75