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
2626
$76K ﹤0.01%
13,404
-378
2627
$74K ﹤0.01%
2,725
-196
2628
$73K ﹤0.01%
407
+65
2629
$71K ﹤0.01%
100,000
2630
$67K ﹤0.01%
18,077
-44
2631
$66K ﹤0.01%
+14,119
2632
$66K ﹤0.01%
22,800
-10,000
2633
$65K ﹤0.01%
19,448
-390
2634
$64K ﹤0.01%
+13,400
2635
$63K ﹤0.01%
2,337
2636
$61K ﹤0.01%
10,766
-9,490
2637
$60K ﹤0.01%
1,539
-25
2638
$58K ﹤0.01%
925
-38
2639
$58K ﹤0.01%
10,650
-4,550
2640
$57K ﹤0.01%
1,764
-310
2641
$56K ﹤0.01%
18,261
-2,599
2642
$55K ﹤0.01%
+315
2643
$54K ﹤0.01%
2,545
-80
2644
$53K ﹤0.01%
19,914
-241
2645
$51K ﹤0.01%
12,749
-5,260
2646
$51K ﹤0.01%
10,748
-947
2647
$49K ﹤0.01%
19,721
+1,803
2648
$46K ﹤0.01%
15,229
+217
2649
$43K ﹤0.01%
15,402
+4,902
2650
$43K ﹤0.01%
10,703
-464
104 105
106
107 108