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
2651
$42K ﹤0.01%
20,000
-717
2652
$41K ﹤0.01%
31,350
-20,000
2653
$41K ﹤0.01%
17,052
-2,439
2654
$40K ﹤0.01%
2,113
-325
2655
$40K ﹤0.01%
15,507
-16,500
2656
$37K ﹤0.01%
+11,200
2657
– –
0
2658
$37K ﹤0.01%
2,193
-1,092
2659
$35K ﹤0.01%
+137
2660
$35K ﹤0.01%
+11,999
2661
$34K ﹤0.01%
1,245
2662
$34K ﹤0.01%
12,760
-350
2663
$33K ﹤0.01%
13,185
-800
2664
$32K ﹤0.01%
+22,975
2665
$31K ﹤0.01%
14,319
-13,200
2666
$30K ﹤0.01%
10,000
2667
$30K ﹤0.01%
1,212
+148
2668
$30K ﹤0.01%
12,130
-3,603
2669
$27K ﹤0.01%
+667
2670
$25K ﹤0.01%
10,000
2671
$24K ﹤0.01%
698
+29
2672
$23K ﹤0.01%
+13,100
2673
$22K ﹤0.01%
4,080
-554
2674
$22K ﹤0.01%
1,157
-64
2675
$22K ﹤0.01%
+10,000
105 106
107
108 109