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
1851
$92K ﹤0.01%
11,535
-2,931
1852
$91K ﹤0.01%
4,190
+635
1853
$90K ﹤0.01%
+10,756
1854
$90K ﹤0.01%
10,900
-1,000
1855
$86K ﹤0.01%
5,901
+37
1856
$85K ﹤0.01%
22,495
-339
1857
$84K ﹤0.01%
10,287
-779
1858
$82K ﹤0.01%
11,518
+81
1859
$82K ﹤0.01%
+18,077
1860
$79K ﹤0.01%
+841
1861
$79K ﹤0.01%
3,829
-1,318
1862
$75K ﹤0.01%
+3,425
1863
$73K ﹤0.01%
15,679
+600
1864
$73K ﹤0.01%
3,775
-610
1865
$72K ﹤0.01%
15,396
-1,325
1866
$70K ﹤0.01%
+867
1867
$70K ﹤0.01%
27,710
-2,849
1868
$70K ﹤0.01%
10,000
1869
$70K ﹤0.01%
+13,453
1870
$69K ﹤0.01%
10,758
1871
$67K ﹤0.01%
+7,603
1872
$65K ﹤0.01%
23,552
+1,143
1873
$64K ﹤0.01%
30,125
1874
$61K ﹤0.01%
10,200
1875
$60K ﹤0.01%
+11,807
73 74
75
76 77