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
26
$85.8M 0.5%
392,299
-7,919
27
$83.9M 0.49%
1,351,784
-32,354
28
$82.6M 0.48%
753,226
+162,690
29
$82.5M 0.48%
455,561
-679
30
$79.4M 0.46%
1,585,100
-134,279
31
$78.1M 0.46%
565,719
+1,100
32
$78.1M 0.46%
496,270
-24,422
33
$77.2M 0.45%
554,701
+1,016
34
$73.8M 0.43%
794,946
+24,616
35
$73.4M 0.43%
798,374
-10,466
36
$71.3M 0.42%
548,678
-13,898
37
$71.2M 0.42%
260,629
-34,549
38
$70.9M 0.41%
557,633
-24,905
39
$70.5M 0.41%
359,552
+127,235
40
$70.4M 0.41%
1,601,193
+467,203
41
$70M 0.41%
799,300
-46,920
42
$69.6M 0.41%
543,767
+114,869
43
$69M 0.4%
579,941
+103,333
44
$67.9M 0.4%
1,256,685
+215,893
45
$67.1M 0.39%
3,090,951
-29,056
46
$67.1M 0.39%
5,140,840
-1,004,800
47
$66.3M 0.39%
959,239
+208,339
48
$66.1M 0.39%
755,140
-31,420
49
$66.1M 0.39%
979,819
+102,979
50
$63M 0.37%
323,645
+54,850
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