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 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.73M 0.03%
15,092
+2,362
477
$5.73M 0.03%
292,521
-6,233
478
$5.72M 0.03%
242,956
+134,612
479
$5.72M 0.03%
43,344
+817
480
$5.71M 0.03%
21,659
-31,288
481
$5.71M 0.03%
196,172
-143,576
482
$5.7M 0.03%
37,162
-6,813
483
$5.64M 0.03%
189,532
-145,613
484
$5.64M 0.03%
103,259
-41,068
485
$5.63M 0.03%
105,139
+16,350
486
$5.6M 0.03%
63,798
+5,665
487
$5.54M 0.03%
39,701
+2,967
488
$5.53M 0.03%
46,015
+5,475
489
$5.53M 0.03%
35,911
+3,928
490
$5.52M 0.03%
217,591
+11,937
491
$5.51M 0.03%
186,344
-12,998
492
$5.47M 0.03%
75,739
+2,430
493
$5.47M 0.03%
38,721
-3,976
494
$5.44M 0.03%
57,639
-9,033
495
$5.44M 0.03%
562,160
+37,379
496
$5.44M 0.03%
74,677
-17,954
497
$5.44M 0.03%
336,272
+33,523
498
$5.43M 0.03%
49,428
+14,843
499
$5.43M 0.03%
44,928
-3,712
500
$5.43M 0.03%
89,112
+10,329
18 19
20
21 22