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
201
$6.34M 0.09%
234,124
-8,088
202
$6.26M 0.09%
14,825
+100
203
$6.26M 0.09%
111,036
-10,116
204
$6.22M 0.09%
112,307
+9,986
205
$6.21M 0.09%
70,151
-3,439
206
$6.2M 0.09%
74,530
-3,481
207
$6.18M 0.09%
119,086
-1,537
208
$6.14M 0.09%
228,756
+25,071
209
$6.12M 0.09%
73,810
+10,564
210
$6.11M 0.09%
195,994
+8,998
211
$6.07M 0.09%
53,099
+27,041
212
$6.05M 0.09%
123,100
+4,428
213
$6.04M 0.09%
37,407
+4,329
214
$5.99M 0.09%
45,933
+5
215
$5.98M 0.09%
124,420
+4,388
216
$5.97M 0.09%
3,193
+464
217
$5.97M 0.09%
612,642
-300,552
218
$5.96M 0.09%
76,850
+17,810
219
$5.89M 0.09%
254,711
+11,052
220
$5.89M 0.09%
147,952
+2,086
221
$5.86M 0.09%
195,068
-3,151
222
$5.84M 0.09%
43,583
+27,883
223
$5.74M 0.08%
190,924
-8,638
224
$5.73M 0.08%
70,963
+6,977
225
$5.71M 0.08%
241,335
+10,825
7 8
9
10 11