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
1826
$131K ﹤0.01%
13,673
-1,077
1827
$131K ﹤0.01%
+45,152
1828
$127K ﹤0.01%
16,387
+79
1829
$125K ﹤0.01%
+11,246
1830
$124K ﹤0.01%
1,367
+17
1831
$122K ﹤0.01%
11,264
-545
1832
$122K ﹤0.01%
2,769
-1,211
1833
$122K ﹤0.01%
10,671
-3,834
1834
$120K ﹤0.01%
+10,095
1835
$120K ﹤0.01%
+15,971
1836
$117K ﹤0.01%
13,100
-500
1837
$113K ﹤0.01%
13,191
+368
1838
$113K ﹤0.01%
+11,226
1839
$113K ﹤0.01%
+12,301
1840
$113K ﹤0.01%
+1,679
1841
$111K ﹤0.01%
+9,500
1842
$111K ﹤0.01%
19,587
+3,293
1843
$107K ﹤0.01%
37,639
+11,328
1844
$107K ﹤0.01%
10,864
-2,270
1845
$106K ﹤0.01%
23,130
+800
1846
$102K ﹤0.01%
4,256
-26
1847
$102K ﹤0.01%
41,122
-4,844
1848
$97K ﹤0.01%
239
-17
1849
$97K ﹤0.01%
15,924
-8,772
1850
$95K ﹤0.01%
+10,440
72 73
74
75 76