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 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.07M 0.05%
241,432
-40,598
327
$9.04M 0.05%
155,252
-3,656
328
$9M 0.05%
40,259
+4,173
329
$8.99M 0.05%
52,389
-2,423
330
$8.94M 0.05%
92,271
+2,896
331
$8.94M 0.05%
32,787
+669
332
$8.94M 0.05%
297,273
+59,805
333
$8.92M 0.05%
159,861
-65,052
334
$8.87M 0.05%
151,765
+1,548
335
$8.81M 0.05%
72,293
-21,919
336
$8.8M 0.05%
792,768
+35,140
337
$8.77M 0.05%
234,288
-1,060
338
$8.74M 0.05%
140,997
+378
339
$8.73M 0.05%
104,845
-1,406
340
$8.66M 0.05%
140,199
-21,048
341
$8.59M 0.05%
243,275
+20,091
342
$8.58M 0.05%
836,310
+78,246
343
$8.56M 0.05%
65,001
+7,143
344
$8.55M 0.05%
248,578
+66,140
345
$8.54M 0.05%
245,399
+32,127
346
$8.42M 0.05%
107,594
+4,822
347
$8.39M 0.05%
58,441
+54,045
348
$8.37M 0.05%
241,543
+4,328
349
$8.35M 0.05%
35,156
+3,622
350
$8.27M 0.05%
425,199
+35,452
12 13
14
15 16