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
676
$3.29M 0.02%
85,425
+15,383
677
$3.29M 0.02%
128,663
+65,656
678
$3.29M 0.02%
129,600
-18,840
679
$3.28M 0.02%
39,847
+8,151
680
$3.27M 0.02%
38,309
+596
681
$3.27M 0.02%
33,655
+4,508
682
$3.25M 0.02%
220,847
+131,093
683
$3.21M 0.02%
82,153
-9,637
684
$3.2M 0.02%
16,087
-1,556
685
$3.18M 0.02%
8,847
+3,371
686
$3.18M 0.02%
17,796
+781
687
$3.17M 0.02%
123,929
+13,276
688
$3.17M 0.02%
361,170
+22,834
689
$3.16M 0.02%
23,440
+2,588
690
$3.16M 0.02%
21,813
691
$3.15M 0.02%
89,722
-60,686
692
$3.15M 0.02%
93,234
+42,275
693
$3.15M 0.02%
67,905
+52,793
694
$3.14M 0.02%
115,901
+15,938
695
$3.14M 0.02%
26,679
+6,696
696
$3.12M 0.02%
143,297
+5,875
697
$3.12M 0.02%
61,650
+42,570
698
$3.12M 0.02%
53,244
+2,648
699
$3.1M 0.02%
105,302
+118
700
$3.1M 0.02%
501,320
+29,206
26 27
28
29 30