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
626
$3.75M 0.02%
145,425
+13,101
627
$3.75M 0.02%
297,225
+12,289
628
$3.71M 0.02%
46,940
+1,464
629
$3.71M 0.02%
79,664
+29,204
630
$3.7M 0.02%
42,797
+8,168
631
$3.69M 0.02%
78,874
+4,460
632
$3.65M 0.02%
32,665
+9,600
633
$3.65M 0.02%
79,320
-4,750
634
$3.65M 0.02%
127,238
+105,226
635
$3.64M 0.02%
48,488
+18,923
636
$3.64M 0.02%
52,850
+7,404
637
$3.64M 0.02%
97,739
-6,373
638
$3.64M 0.02%
48,052
+715
639
$3.64M 0.02%
72,405
-2,815
640
$3.63M 0.02%
39,240
+100
641
$3.62M 0.02%
30,537
+1,293
642
$3.62M 0.02%
136,547
+46,554
643
$3.6M 0.02%
95,155
+3,042
644
$3.59M 0.02%
71,166
-7,577
645
$3.58M 0.02%
68,987
-17,951
646
$3.56M 0.02%
53,991
+16,442
647
$3.54M 0.02%
48,182
-4,630
648
$3.53M 0.02%
126,412
+55,361
649
$3.52M 0.02%
106,418
+29,931
650
$3.51M 0.02%
39,980
+993
24 25
26
27 28