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
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$84M
3
+$44M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$27.8M

Top Sells

1
+$30.6M
2
+$26.3M
3
+$24.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$22.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.24%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.4M 0.08%
238,416
-16,574
227
$14.2M 0.08%
189,130
+13,158
228
$14.2M 0.08%
788,260
-138,966
229
$14.1M 0.08%
467,688
-1,836
230
$14M 0.08%
617,754
+159,120
231
$13.9M 0.08%
258,146
+4,048
232
$13.9M 0.08%
425,810
+183,495
233
$13.9M 0.08%
118,326
-13,967
234
$13.7M 0.08%
228,856
-40,092
235
$13.6M 0.08%
55,626
+6,849
236
$13.5M 0.08%
176,304
-16,739
237
$13.4M 0.08%
238,428
+139,323
238
$13.3M 0.08%
584,138
+41,084
239
$13.3M 0.08%
67,461
+26,039
240
$13.3M 0.08%
151,989
+1,250
241
$13.2M 0.08%
212,062
+11,296
242
$13.1M 0.08%
313,049
+30,771
243
$13.1M 0.08%
213,209
-184,189
244
$13.1M 0.08%
189,894
+12,162
245
$13M 0.08%
113,512
+7,846
246
$13M 0.08%
313,893
+43,152
247
$12.9M 0.08%
161,310
-25,570
248
$12.9M 0.08%
381,433
+48,823
249
$12.9M 0.08%
578,324
+219,580
250
$12.8M 0.08%
253,936
+33,414
8 9
10
11 12