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
526
$5.04M 0.03%
182,810
+1,104
527
$5.03M 0.03%
53,317
+2,363
528
$5.01M 0.03%
65,703
+29,135
529
$5M 0.03%
+199,282
530
$4.99M 0.03%
80,466
+9,591
531
$4.97M 0.03%
61,957
+29,148
532
$4.95M 0.03%
74,311
+278
533
$4.95M 0.03%
37,488
+3,959
534
$4.95M 0.03%
32,387
+13,814
535
$4.93M 0.03%
47,211
-2,611
536
$4.93M 0.03%
106,584
-1,808
537
$4.91M 0.03%
130,025
-4,678
538
$4.91M 0.03%
26,975
+3,541
539
$4.91M 0.03%
69,619
+22,607
540
$4.87M 0.03%
76,716
+3,324
541
$4.85M 0.03%
174,950
+3,100
542
$4.85M 0.03%
118,275
+56,476
543
$4.84M 0.03%
31,884
-8,387
544
$4.83M 0.03%
36,483
+4,812
545
$4.83M 0.03%
+86,704
546
$4.78M 0.03%
26,735
+678
547
$4.74M 0.03%
17,982
+971
548
$4.73M 0.03%
151,541
+143,096
549
$4.71M 0.03%
65,892
-11,080
550
$4.66M 0.03%
104,870
+30,033
20 21
22
23 24