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 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$201K ﹤0.01%
11,095
-368,930
2477
$201K ﹤0.01%
+16,871
2478
$200K ﹤0.01%
14,380
-3
2479
$199K ﹤0.01%
13,682
-948
2480
$198K ﹤0.01%
+11,273
2481
$196K ﹤0.01%
17,576
-306
2482
$196K ﹤0.01%
14,103
-6,887
2483
$196K ﹤0.01%
+10,418
2484
$196K ﹤0.01%
+12,383
2485
$196K ﹤0.01%
14,937
-278
2486
$195K ﹤0.01%
356
+142
2487
$194K ﹤0.01%
11,902
-2,840
2488
$193K ﹤0.01%
+57,220
2489
$192K ﹤0.01%
+1,912
2490
$189K ﹤0.01%
13,632
2491
$188K ﹤0.01%
15,932
+2,215
2492
$188K ﹤0.01%
16,947
-634
2493
$187K ﹤0.01%
14,538
-10,528
2494
$187K ﹤0.01%
12,044
-200
2495
$186K ﹤0.01%
15,061
+4,071
2496
$186K ﹤0.01%
21,163
-2,000
2497
$183K ﹤0.01%
717
-74
2498
$182K ﹤0.01%
13,403
-1,752
2499
$181K ﹤0.01%
+17,244
2500
$181K ﹤0.01%
10,225
-1,522
98 99
100
101 102