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
1951
– –
-13,767
1952
– –
-10,386
1953
– –
-15,528
1954
– –
-10,089
1955
– –
-10,176
1956
– –
-2,435
1957
– –
-12,033
1958
– –
-22,893
1959
– –
-6,338
1960
– –
-9,946
1961
– –
-32,741
1962
– –
-11,020
1963
– –
-3,462
1964
– –
-12,351
1965
– –
-5,590
1966
– –
-193
1967
– –
-14,076
1968
– –
-15,137
1969
– –
-2,944
1970
– –
-20,210
1971
– –
-4,031
1972
– –
-11,086
1973
– –
-65,334
1974
– –
-18,994
1975
– –
-249
77 78
79
80 81