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
2526
$158K ﹤0.01%
+10,781
2527
$158K ﹤0.01%
+289
2528
$157K ﹤0.01%
10,220
-1,914
2529
$157K ﹤0.01%
10,800
+44
2530
$156K ﹤0.01%
17,378
+26
2531
$155K ﹤0.01%
19,317
-589
2532
$154K ﹤0.01%
51,635
-26,859
2533
$153K ﹤0.01%
15,919
+282
2534
$153K ﹤0.01%
11,233
+628
2535
$152K ﹤0.01%
18,044
-1,245
2536
$151K ﹤0.01%
12,693
+1,230
2537
$150K ﹤0.01%
17,148
-8,234
2538
$150K ﹤0.01%
36,287
+390
2539
$150K ﹤0.01%
15,926
+272
2540
$150K ﹤0.01%
117,050
+14,000
2541
$149K ﹤0.01%
+12,546
2542
$149K ﹤0.01%
41,593
-2,360
2543
$146K ﹤0.01%
13,700
+126
2544
$143K ﹤0.01%
17,377
+2,270
2545
$141K ﹤0.01%
+10,157
2546
$140K ﹤0.01%
23,250
-8,311
2547
$139K ﹤0.01%
+44,795
2548
$139K ﹤0.01%
2,217
+312
2549
$138K ﹤0.01%
25,000
-1,000
2550
$137K ﹤0.01%
20,960
-950
100 101
102
103 104