Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
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
1
$265M 4.91%
1,331,777
+156,595
2
$192M 3.56%
4,057,679
+586,848
3
$109M 2.03%
502,719
+21,533
4
$96.5M 1.79%
+3,414,476
5
$89.6M 1.66%
1,599,599
+190,718
6
$89.3M 1.66%
1,061,813
+115,060
7
$79.8M 1.48%
986,757
+82,495
8
$71.5M 1.33%
1,899,958
+2,118
9
$57.7M 1.07%
1,270,579
+81,854
10
$57.2M 1.06%
513,517
+69,739
11
$56.9M 1.06%
623,709
+57,641
12
$53.2M 0.99%
609,674
+4,625
13
$50M 0.93%
1,336,507
+46,722
14
$47.5M 0.88%
1,697,126
-2,980
15
$46.6M 0.86%
215,349
+11,901
16
$46.4M 0.86%
529,862
+104,898
17
$45.1M 0.84%
363,248
+19,774
18
$42.9M 0.8%
302,461
+8,003
19
$39.2M 0.73%
1,278,574
+30,594
20
$36.4M 0.68%
675,032
+71,133
21
$36.3M 0.67%
418,262
+84,081
22
$35.5M 0.66%
760,590
+65,691
23
$35.2M 0.65%
+243,710
24
$35.2M 0.65%
701,451
+7,587
25
$33.5M 0.62%
399,550
+31,383
1
2 3 4 5