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
451
$6.11M 0.04%
141,413
+18,064
452
$6.1M 0.04%
43,111
+5,438
453
$6.09M 0.04%
134,938
+32,665
454
$6.08M 0.04%
69,538
+3,055
455
$6.07M 0.04%
128,828
+182
456
$6.05M 0.04%
203,745
+99,450
457
$6.04M 0.04%
42,586
+32,103
458
$6.02M 0.04%
179,210
-17,164
459
$5.99M 0.04%
18,647
-6,123
460
$5.96M 0.03%
102,198
+4,818
461
$5.93M 0.03%
78,940
-17,509
462
$5.92M 0.03%
85,426
-1,777
463
$5.89M 0.03%
144,613
-20,826
464
$5.88M 0.03%
59,425
+2,292
465
$5.87M 0.03%
66,335
+9,548
466
$5.85M 0.03%
174,451
-5,781
467
$5.84M 0.03%
63,091
-3,435
468
$5.83M 0.03%
95,377
-5,536
469
$5.83M 0.03%
32,517
-13,178
470
$5.82M 0.03%
205,653
-21,385
471
$5.77M 0.03%
84,258
+23,465
472
$5.77M 0.03%
266,438
+69,543
473
$5.77M 0.03%
63,203
-12,335
474
$5.77M 0.03%
143,881
+64,301
475
$5.76M 0.03%
165,913
-4,072
17 18
19
20 21