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
401
$6.96M 0.04%
76,677
-23,977
402
$6.94M 0.04%
45,582
-13,653
403
$6.91M 0.04%
28,299
-1,675
404
$6.9M 0.04%
191,692
-10,097
405
$6.9M 0.04%
69,212
+6,690
406
$6.89M 0.04%
103,603
+17,805
407
$6.88M 0.04%
60,402
+39,071
408
$6.87M 0.04%
324,034
+1,515
409
$6.87M 0.04%
94,027
+9,186
410
$6.82M 0.04%
136,350
+25,206
411
$6.81M 0.04%
146,116
+3,274
412
$6.79M 0.04%
73,134
-5,324
413
$6.76M 0.04%
93,913
+84,908
414
$6.69M 0.04%
58,283
+10,413
415
$6.68M 0.04%
30,893
+162
416
$6.68M 0.04%
83,094
+3,064
417
$6.68M 0.04%
208,686
-37,824
418
$6.67M 0.04%
89,850
-9,887
419
$6.65M 0.04%
210,460
+4,105
420
$6.63M 0.04%
29,206
+1,501
421
$6.63M 0.04%
13,727
+2,823
422
$6.63M 0.04%
122,246
-25,291
423
$6.63M 0.04%
116,852
+8,896
424
$6.6M 0.04%
224,079
-62,219
425
$6.59M 0.04%
63,761
+13,860
15 16
17
18 19