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
551
$4.64M 0.03%
111,201
+3,364
552
$4.64M 0.03%
30,658
-423
553
$4.61M 0.03%
85,104
+2,788
554
$4.61M 0.03%
76,426
+29,963
555
$4.59M 0.03%
+148,568
556
$4.58M 0.03%
76,064
-28,791
557
$4.57M 0.03%
+226,265
558
$4.56M 0.03%
443,917
+11,951
559
$4.54M 0.03%
82,348
+43,672
560
$4.53M 0.03%
80,650
+30,214
561
$4.53M 0.03%
149,775
-42,395
562
$4.53M 0.03%
160,685
+3,689
563
$4.52M 0.03%
54,834
-6,344
564
$4.51M 0.03%
141,196
+15,265
565
$4.51M 0.03%
118,041
+9,381
566
$4.49M 0.03%
46,488
+7,231
567
$4.48M 0.03%
51,831
-2,859
568
$4.48M 0.03%
95,996
+17,180
569
$4.47M 0.03%
41,371
+20,201
570
$4.46M 0.03%
17,562
-234
571
$4.45M 0.03%
156,010
-4,460
572
$4.44M 0.03%
23,511
+1,326
573
$4.44M 0.03%
68,960
-3,592
574
$4.44M 0.03%
141,478
+1,955
575
$4.44M 0.03%
46,326
-9,263
21 22
23
24 25