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
301
$10.3M 0.06%
39,323
-8,253
302
$10.3M 0.06%
196,684
+27,746
303
$10.3M 0.06%
30,308
+3,103
304
$10.2M 0.06%
75,438
+6,190
305
$10.2M 0.06%
613,406
-33,710
306
$10.1M 0.06%
245,616
+58,575
307
$10.1M 0.06%
43,866
-14,045
308
$10M 0.06%
355,708
+218,261
309
$10M 0.06%
457,823
-9,348
310
$10M 0.06%
460,101
-12,294
311
$10M 0.06%
47,192
-1,561
312
$9.99M 0.06%
72,378
-393
313
$9.78M 0.06%
133,947
+78,267
314
$9.76M 0.06%
475,543
-36,033
315
$9.75M 0.06%
330,642
-22,950
316
$9.73M 0.06%
152,568
+36,390
317
$9.68M 0.06%
306,245
+163,590
318
$9.67M 0.06%
166,182
+6,636
319
$9.56M 0.06%
361,906
+26,644
320
$9.4M 0.06%
196,131
-22,079
321
$9.3M 0.05%
85,339
+9,668
322
$9.3M 0.05%
245,417
+65,570
323
$9.17M 0.05%
33,335
+5,052
324
$9.16M 0.05%
203,652
+26,569
325
$9.1M 0.05%
68,371
-11,718
11 12
13
14 15