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
2676
$20K ﹤0.01%
+16,710
2677
$20K ﹤0.01%
+68
2678
$19K ﹤0.01%
312
+16
2679
$19K ﹤0.01%
+10,000
2680
$18K ﹤0.01%
3
+1
2681
$17K ﹤0.01%
10,000
-101,067
2682
$17K ﹤0.01%
277
2683
$16K ﹤0.01%
24,500
-566
2684
$16K ﹤0.01%
13,000
2685
$15K ﹤0.01%
13,559
2686
$14K ﹤0.01%
15,575
2687
$13K ﹤0.01%
1,481
+719
2688
$12K ﹤0.01%
510
2689
$10K ﹤0.01%
13,785
-4,000
2690
$10K ﹤0.01%
+940
2691
$7K ﹤0.01%
6
2692
$6K ﹤0.01%
+10,000
2693
$5K ﹤0.01%
+3,163
2694
$5K ﹤0.01%
+29
2695
$3K ﹤0.01%
10,000
-15,000
2696
– –
-21,934
2697
– –
-58,586
2698
– –
-40,008
2699
– –
-70
2700
– –
-697
106 107
108
109 110