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
1976
– –
-2,949
1977
– –
-5,402
1978
– –
-4,973
1979
– –
-28,197
1980
– –
-6,533
1981
– –
-38
1982
– –
-13,558
1983
– –
-3,988
1984
– –
-3,675
1985
– –
-14,917
1986
– –
-23,535
1987
– –
-91,802
1988
– –
-6,468
1989
– –
-43,796
1990
– –
-14,625
1991
– –
-11,085
1992
– –
-46,232
1993
– –
-1,585
1994
– –
-5,918
1995
– –
-10,988
1996
– –
-15,288
1997
– –
-61,850
1998
– –
-21,302
1999
– –
-3,469
2000
– –
-7,373
77 78 79
80
81