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
576
$4.42M 0.03%
89,960
+6,210
577
$4.42M 0.03%
68,767
+63,705
578
$4.4M 0.03%
93,174
-16,395
579
$4.36M 0.03%
75,987
+8,738
580
$4.35M 0.03%
214,043
-5,724
581
$4.35M 0.03%
69,139
-257
582
$4.34M 0.03%
23,724
+8,999
583
$4.33M 0.03%
162,510
+1,160
584
$4.33M 0.03%
223,510
+3,313
585
$4.3M 0.03%
146,686
+16,333
586
$4.28M 0.03%
25,070
+11,771
587
$4.28M 0.03%
103,362
-88
588
$4.27M 0.02%
78,777
+5,280
589
$4.18M 0.02%
51,469
-3,081
590
$4.17M 0.02%
166,331
-2,288
591
$4.17M 0.02%
78,548
-10,122
592
$4.16M 0.02%
164,515
+5,726
593
$4.16M 0.02%
116,049
+12,712
594
$4.15M 0.02%
137,704
-25,943
595
$4.14M 0.02%
40,310
+26,065
596
$4.13M 0.02%
56,282
-1,519
597
$4.1M 0.02%
68,484
-7,488
598
$4.09M 0.02%
126,751
-5,576
599
$4.08M 0.02%
212,136
+14,494
600
$4.07M 0.02%
25,595
+173
22 23
24
25 26