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
376
$7.73M 0.05%
51,888
-8,079
377
$7.71M 0.05%
28,324
-7,305
378
$7.7M 0.05%
251,854
-14,223
379
$7.7M 0.05%
191,484
-3,221
380
$7.7M 0.05%
46,494
-3,912
381
$7.65M 0.04%
153,055
+54,042
382
$7.53M 0.04%
34,362
-1,955
383
$7.51M 0.04%
107,330
-16,270
384
$7.5M 0.04%
147,075
+9,340
385
$7.49M 0.04%
129,621
+37,050
386
$7.45M 0.04%
129,430
-22,249
387
$7.43M 0.04%
490,254
-15,840
388
$7.4M 0.04%
125,795
-21,295
389
$7.36M 0.04%
168,973
+861
390
$7.33M 0.04%
168,662
+3,921
391
$7.31M 0.04%
316,610
-29,453
392
$7.28M 0.04%
172,554
-4,296
393
$7.27M 0.04%
93,143
+19,489
394
$7.25M 0.04%
365,616
+32,439
395
$7.19M 0.04%
130,304
-21,678
396
$7.16M 0.04%
87,913
+10,945
397
$7.14M 0.04%
150,791
+7,880
398
$7.11M 0.04%
101,424
+91,908
399
$7.1M 0.04%
304,296
-10,084
400
$6.98M 0.04%
112,608
+91,212
14 15
16
17 18