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
176
$7.23M 0.11%
96,567
+542
177
$7.23M 0.11%
339,993
+53,445
178
$7.23M 0.11%
55,968
+3,590
179
$7.07M 0.1%
50,975
+2,704
180
$7.05M 0.1%
85,642
+8,157
181
$7.01M 0.1%
117,494
+11,734
182
$6.89M 0.1%
125,522
-13,874
183
$6.88M 0.1%
288,235
+47,459
184
$6.87M 0.1%
88,046
-89,716
185
$6.85M 0.1%
56,379
+2,948
186
$6.79M 0.1%
113,560
-12,681
187
$6.79M 0.1%
218,252
+2,544
188
$6.77M 0.1%
317,337
+36,686
189
$6.69M 0.1%
593,262
+83,175
190
$6.62M 0.1%
442,980
+72,470
191
$6.6M 0.1%
310,623
+45,451
192
$6.6M 0.1%
298,878
+53,278
193
$6.59M 0.1%
108,232
+21,732
194
$6.56M 0.1%
201,225
+6,174
195
$6.54M 0.1%
61,225
+12,292
196
$6.53M 0.1%
95,926
+3,762
197
$6.49M 0.1%
216,349
+52,863
198
$6.44M 0.09%
255,622
-23,596
199
$6.44M 0.09%
63,310
+518
200
$6.41M 0.09%
118,552
-11,134
6 7
8
9 10