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
2501
$180K ﹤0.01%
17,477
+617
2502
$180K ﹤0.01%
+10,081
2503
$180K ﹤0.01%
+13,508
2504
$179K ﹤0.01%
12,371
-2,057
2505
$177K ﹤0.01%
17,659
-1,723
2506
$175K ﹤0.01%
17,477
-1,060
2507
$175K ﹤0.01%
+11,940
2508
$174K ﹤0.01%
13,669
-41
2509
$174K ﹤0.01%
1,729
+50
2510
$172K ﹤0.01%
21,226
+896
2511
$172K ﹤0.01%
19,641
-205
2512
$172K ﹤0.01%
13,399
+9
2513
$172K ﹤0.01%
21,854
+870
2514
$172K ﹤0.01%
15,327
-1,484
2515
$172K ﹤0.01%
+12,110
2516
$171K ﹤0.01%
11,419
-1,545
2517
$169K ﹤0.01%
6,486
+1,354
2518
$168K ﹤0.01%
11,649
+101
2519
$165K ﹤0.01%
10,305
-157
2520
$161K ﹤0.01%
12,614
-1,002
2521
$161K ﹤0.01%
18,930
-2,718
2522
$160K ﹤0.01%
11,930
-251
2523
$159K ﹤0.01%
13,080
+329
2524
$159K ﹤0.01%
+13,684
2525
$158K ﹤0.01%
10,869
+359
99 100
101
102 103