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
$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
1
$350M 5.14%
1,574,740
+109,220
2
$263M 3.86%
5,051,345
+430,095
3
$142M 2.09%
583,189
+63,871
4
$128M 1.88%
+3,555,600
5
$117M 1.72%
2,147,103
+155,141
6
$105M 1.54%
1,277,863
+111,369
7
$98.3M 1.45%
1,231,561
+51,429
8
$95M 1.4%
763,475
+92,717
9
$80.8M 1.19%
1,978,378
+198,875
10
$79.2M 1.16%
327,363
+28,852
11
$72.7M 1.07%
1,758,425
+288,247
12
$71.6M 1.05%
700,378
+41,588
13
$63.3M 0.93%
459,824
+145,140
14
$52M 0.76%
643,760
-17,321
15
$50.5M 0.74%
+297,994
16
$49.3M 0.73%
583,530
+11,036
17
$48.4M 0.71%
742,507
+280,198
18
$48.1M 0.71%
914,221
+47,053
19
$46.6M 0.68%
330,396
-51,015
20
$46.5M 0.68%
501,450
+26,185
21
$45M 0.66%
920,309
+38,881
22
$44.8M 0.66%
2,050,677
-16,892
23
$43.4M 0.64%
327,795
+7,575
24
$43.3M 0.64%
286,576
+30,223
25
$42.8M 0.63%
1,503,456
+139,613
1
2 3 4 5