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
201
$5.04M 0.09%
58,390
-4,887
202
$5.01M 0.09%
197,833
+21,801
203
$5M 0.09%
129,599
+45,366
204
$4.91M 0.09%
51,188
-11,868
205
$4.88M 0.09%
184,948
+846
206
$4.86M 0.09%
13,401
+620
207
$4.85M 0.09%
183,584
+11,893
208
$4.84M 0.09%
111,044
-52,768
209
$4.83M 0.09%
125,580
-11,208
210
$4.82M 0.09%
65,012
+1,336
211
$4.81M 0.09%
37,567
+5,488
212
$4.78M 0.09%
46,931
-5,200
213
$4.76M 0.09%
88,011
-3,239
214
$4.74M 0.09%
204,355
-27,994
215
$4.74M 0.09%
82,950
-1,222
216
$4.73M 0.09%
45,945
+11,255
217
$4.71M 0.09%
30,355
+5,156
218
$4.71M 0.09%
187,695
-14,766
219
$4.65M 0.09%
448,389
+103,527
220
$4.65M 0.09%
153,447
+12,147
221
$4.62M 0.09%
536,952
+12,960
222
$4.62M 0.09%
45,522
+10,791
223
$4.57M 0.08%
84,128
+9,530
224
$4.52M 0.08%
96,109
-34,937
225
$4.5M 0.08%
153,595
+21,647
7 8
9
10 11