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
426
$6.58M 0.04%
68,886
+1,078
427
$6.58M 0.04%
76,218
-6,468
428
$6.54M 0.04%
143,916
+22,581
429
$6.5M 0.04%
192,226
+4,535
430
$6.46M 0.04%
90,369
-18,097
431
$6.46M 0.04%
251,714
+206,382
432
$6.42M 0.04%
524,089
-20,453
433
$6.36M 0.04%
159,365
+62
434
$6.33M 0.04%
+158,238
435
$6.33M 0.04%
102,671
-13,385
436
$6.33M 0.04%
170,247
-28,678
437
$6.32M 0.04%
68,694
+2,637
438
$6.3M 0.04%
37,525
-6,090
439
$6.3M 0.04%
141,931
+53,012
440
$6.24M 0.04%
40,961
-1,907
441
$6.24M 0.04%
82,119
+36,943
442
$6.23M 0.04%
368,992
+12,247
443
$6.22M 0.04%
203,068
+35,696
444
$6.21M 0.04%
+348,970
445
$6.19M 0.04%
107,402
+27,069
446
$6.19M 0.04%
224,098
+23,641
447
$6.19M 0.04%
182,523
+46,782
448
$6.19M 0.04%
+164,352
449
$6.17M 0.04%
20,256
-136
450
$6.16M 0.04%
126,409
+57,024
16 17
18
19 20