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
1876
– –
0
1877
$57K ﹤0.01%
+2,536
1878
$53K ﹤0.01%
10,359
+125
1879
$52K ﹤0.01%
1
1880
$50K ﹤0.01%
10,800
1881
$49K ﹤0.01%
+1,525
1882
$49K ﹤0.01%
+12,634
1883
$47K ﹤0.01%
19,425
1884
$47K ﹤0.01%
14,661
-3,975
1885
$44K ﹤0.01%
820
-100
1886
$40K ﹤0.01%
574
1887
$40K ﹤0.01%
+16,351
1888
$39K ﹤0.01%
10,853
1889
$37K ﹤0.01%
15,556
1890
$37K ﹤0.01%
10,000
-500
1891
– –
0
1892
$36K ﹤0.01%
1,065
1893
$34K ﹤0.01%
24,393
+3,670
1894
$34K ﹤0.01%
+10,725
1895
$33K ﹤0.01%
16,231
+1,040
1896
$31K ﹤0.01%
10,110
-3,750
1897
$31K ﹤0.01%
132
1898
$28K ﹤0.01%
310
-34
1899
$27K ﹤0.01%
10,735
1900
$25K ﹤0.01%
574
+9
74 75
76
77 78