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
351
$8.26M 0.05%
40,518
+148
352
$8.25M 0.05%
39,218
-5,750
353
$8.24M 0.05%
254,468
-1,096
354
$8.22M 0.05%
202,675
-7,880
355
$8.21M 0.05%
141,525
-4,200
356
$8.2M 0.05%
46,073
+10,413
357
$8.19M 0.05%
153,531
+1,656
358
$8.12M 0.05%
245,649
-55,321
359
$8.04M 0.05%
39,793
+4,054
360
$8.01M 0.05%
357,898
+55,464
361
$7.99M 0.05%
199,772
-10
362
$7.95M 0.05%
73,795
-394
363
$7.89M 0.05%
169,250
-23,554
364
$7.88M 0.05%
49,498
+3,859
365
$7.87M 0.05%
44,681
-847
366
$7.84M 0.05%
279,768
-27,054
367
$7.83M 0.05%
154,380
-10,242
368
$7.81M 0.05%
86,910
+13,708
369
$7.81M 0.05%
23,155
-4,130
370
$7.8M 0.05%
52,422
-234
371
$7.78M 0.05%
265,973
+160,257
372
$7.77M 0.05%
206,246
+2,103
373
$7.76M 0.05%
3,483
-8
374
$7.75M 0.05%
164,200
-16,010
375
$7.74M 0.05%
90,567
-1,229
13 14
15
16 17