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
501
$5.41M 0.03%
80,135
+64,370
502
$5.39M 0.03%
62,406
-255,502
503
$5.37M 0.03%
127,151
-7,808
504
$5.36M 0.03%
104,882
-81,662
505
$5.36M 0.03%
51,275
-18,720
506
$5.34M 0.03%
78,248
-13,877
507
$5.34M 0.03%
21,696
+821
508
$5.34M 0.03%
57,333
-525
509
$5.33M 0.03%
15,305
-3
510
$5.29M 0.03%
66,424
+1,925
511
$5.26M 0.03%
35,588
+959
512
$5.25M 0.03%
126,182
+17,537
513
$5.24M 0.03%
19,173
+3,104
514
$5.23M 0.03%
45,784
+6,009
515
$5.19M 0.03%
+142,224
516
$5.17M 0.03%
73,631
+40,536
517
$5.15M 0.03%
206,041
+134,904
518
$5.12M 0.03%
339,294
+42,353
519
$5.1M 0.03%
227,608
+7,418
520
$5.09M 0.03%
153,814
+76,585
521
$5.07M 0.03%
101,362
+9,902
522
$5.07M 0.03%
55,823
+674
523
$5.07M 0.03%
24,333
-1,356
524
$5.04M 0.03%
368,600
+103,262
525
$5.04M 0.03%
379,748
-805
19 20
21
22 23