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
251
$12.8M 0.07%
280,240
-18,040
252
$12.8M 0.07%
219,109
-33,353
253
$12.8M 0.07%
47,390
-1,253
254
$12.7M 0.07%
1,450,119
-175,721
255
$12.6M 0.07%
132,834
-77,805
256
$12.6M 0.07%
253,166
+65,081
257
$12.6M 0.07%
115,182
+78,874
258
$12.5M 0.07%
113,099
+55,273
259
$12.4M 0.07%
387,687
+120,091
260
$12.4M 0.07%
238,386
+16,838
261
$12.4M 0.07%
375,788
+227,221
262
$12.4M 0.07%
104,047
+16,097
263
$12.2M 0.07%
16,917
-749
264
$12.2M 0.07%
138,968
-22,691
265
$12.1M 0.07%
22,007
-421
266
$12.1M 0.07%
401,196
-50,212
267
$12.1M 0.07%
57,139
+6,755
268
$12M 0.07%
36,094
-10,092
269
$12M 0.07%
245,723
-11,380
270
$11.9M 0.07%
383,768
-34,200
271
$11.9M 0.07%
136,750
+21,133
272
$11.8M 0.07%
188,656
-9,179
273
$11.7M 0.07%
378,809
-11,233
274
$11.6M 0.07%
136,387
+8,167
275
$11.5M 0.07%
57,445
+18,641
9 10
11
12 13