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
1901
$25K ﹤0.01%
+1,064
1902
$25K ﹤0.01%
48
1903
$23K ﹤0.01%
17,700
-4,600
1904
$22K ﹤0.01%
+26,114
1905
$21K ﹤0.01%
+4,308
1906
$21K ﹤0.01%
560
1907
$20K ﹤0.01%
3,359
1908
$19K ﹤0.01%
19,855
-275
1909
$17K ﹤0.01%
10,600
1910
$17K ﹤0.01%
1,641
+3
1911
$16K ﹤0.01%
+20,000
1912
$15K ﹤0.01%
19,249
+465
1913
– –
0
1914
$12K ﹤0.01%
1,200
1915
$10K ﹤0.01%
1,135
1916
– –
0
1917
$8K ﹤0.01%
1,067
-500
1918
$6K ﹤0.01%
+2,000
1919
$4K ﹤0.01%
11,622
-400
1920
– –
-23,217
1921
– –
-2,968
1922
– –
-12,500
1923
– –
-11,194
1924
– –
-1,453
1925
– –
-6,317
75 76
77
78 79