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
651
$3.5M 0.02%
22,001
-17,413
652
$3.5M 0.02%
154,984
+13,836
653
$3.48M 0.02%
109,448
-5,492
654
$3.47M 0.02%
56,431
+15,314
655
$3.46M 0.02%
85,853
+32,248
656
$3.44M 0.02%
23,356
+7,441
657
$3.44M 0.02%
24,524
-1,050
658
$3.44M 0.02%
55,946
+18,451
659
$3.43M 0.02%
45,608
+9,873
660
$3.43M 0.02%
112,302
+22,206
661
$3.43M 0.02%
35,300
+18,438
662
$3.42M 0.02%
13,192
-2,057
663
$3.41M 0.02%
43,629
+5,771
664
$3.39M 0.02%
32,374
+23,762
665
$3.38M 0.02%
2,019
+1,054
666
$3.38M 0.02%
71,804
+18,922
667
$3.37M 0.02%
103,401
-10,167
668
$3.36M 0.02%
80,464
+202
669
$3.36M 0.02%
42,191
-2,640
670
$3.35M 0.02%
44,810
+7,117
671
$3.33M 0.02%
268,178
+56,664
672
$3.31M 0.02%
13,210
-412
673
$3.31M 0.02%
13,803
+193
674
$3.3M 0.02%
226,645
+3,950
675
$3.3M 0.02%
37,854
+6,476
25 26
27
28 29