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
$5.39B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,844
New
Increased
Reduced
Closed

Top Buys

1
+$96.5M
2
+$35.2M
3
+$31.1M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$27.7M
5
AMZN icon
Amazon
AMZN
+$19M

Top Sells

1
+$19.1M
2
+$16.4M
3
+$16.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.43M

Sector Composition

1 Technology 4.53%
2 Healthcare 4.34%
3 Financials 4.32%
4 Industrials 4.27%
5 Consumer Staples 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.59M 0.1%
528,062
-65,267
177
$5.58M 0.1%
47,908
+12,058
178
$5.53M 0.1%
+146,678
179
$5.49M 0.1%
172,799
+35,790
180
$5.49M 0.1%
79,996
+11,936
181
$5.48M 0.1%
388,404
+102,990
182
$5.44M 0.1%
61,143
-1,015
183
$5.44M 0.1%
72,257
+1,798
184
$5.44M 0.1%
127,193
-4,988
185
$5.42M 0.1%
+78,878
186
$5.41M 0.1%
162,934
+9,988
187
$5.36M 0.1%
317,945
-2,560
188
$5.31M 0.1%
99,777
+21,738
189
$5.3M 0.1%
101,114
+32,864
190
$5.3M 0.1%
607,596
+226,770
191
$5.25M 0.1%
135,857
+11,974
192
$5.22M 0.1%
107,304
+5,292
193
$5.21M 0.1%
119,176
+40,816
194
$5.18M 0.1%
49,546
+2,752
195
$5.18M 0.1%
73,310
+6,956
196
$5.17M 0.1%
95,883
+9,353
197
$5.14M 0.1%
191,332
-17,474
198
$5.13M 0.1%
129,473
+119,546
199
$5.11M 0.09%
167,439
-9,751
200
$5.08M 0.09%
529,940
+110,128
6 7
8
9 10