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
601
$4.03M 0.02%
63,010
-691
602
$3.99M 0.02%
141,905
+46,875
603
$3.98M 0.02%
118,904
+81,478
604
$3.97M 0.02%
56,759
+17,984
605
$3.97M 0.02%
58,434
-461
606
$3.94M 0.02%
72,655
-11,091
607
$3.94M 0.02%
8,714
-1,913
608
$3.94M 0.02%
58,361
-4,618
609
$3.93M 0.02%
82,742
+30,497
610
$3.93M 0.02%
75,624
+25,412
611
$3.92M 0.02%
76,033
-2,026
612
$3.87M 0.02%
37,074
-6,138
613
$3.87M 0.02%
+206,516
614
$3.86M 0.02%
64,711
+26,327
615
$3.84M 0.02%
22,600
+4,937
616
$3.83M 0.02%
17,695
-1,591
617
$3.82M 0.02%
67,630
-2,973
618
$3.81M 0.02%
19,087
+2,746
619
$3.81M 0.02%
222,275
-49,440
620
$3.79M 0.02%
259,943
+14,788
621
$3.79M 0.02%
93,063
-95
622
$3.78M 0.02%
99,792
+15,030
623
$3.78M 0.02%
25,010
+7,493
624
$3.77M 0.02%
102,507
+65,284
625
$3.76M 0.02%
38,423
-4,747
23 24
25
26 27