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
2601
$99K ﹤0.01%
+11,088
2602
$98K ﹤0.01%
+11,093
2603
$98K ﹤0.01%
50,075
-106,318
2604
$98K ﹤0.01%
+10,662
2605
$97K ﹤0.01%
10,275
-1,054
2606
$96K ﹤0.01%
549
-435
2607
$96K ﹤0.01%
15,295
-10,292
2608
$94K ﹤0.01%
33,978
+6,921
2609
$94K ﹤0.01%
20,100
+100
2610
$93K ﹤0.01%
+14,400
2611
$92K ﹤0.01%
10,175
-1,158
2612
$90K ﹤0.01%
17,164
2613
$89K ﹤0.01%
11,284
-2,604
2614
$88K ﹤0.01%
2,590
-819
2615
$88K ﹤0.01%
+21,950
2616
$86K ﹤0.01%
10,110
2617
$86K ﹤0.01%
8,714
+3,163
2618
$85K ﹤0.01%
10,500
-2,211
2619
$85K ﹤0.01%
10,056
-19,448
2620
$83K ﹤0.01%
823
2621
$82K ﹤0.01%
10,419
-3,590
2622
$82K ﹤0.01%
11,500
2623
$82K ﹤0.01%
10,174
-6,077
2624
$80K ﹤0.01%
+12,014
2625
$77K ﹤0.01%
11,287
-409
103 104
105
106 107