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
701
$3.09M 0.02%
80,688
+40,755
702
$3.09M 0.02%
54,670
+476
703
$3.09M 0.02%
28,346
+109
704
$3.08M 0.02%
38,794
+932
705
$3.08M 0.02%
200,625
+26,631
706
$3.08M 0.02%
26,688
-2,879
707
$3.05M 0.02%
67,044
+5,406
708
$3.04M 0.02%
55,235
+7,366
709
$3.03M 0.02%
39,988
-3,729
710
$3.02M 0.02%
24,453
-615
711
$3.02M 0.02%
71,813
-16,031
712
$3.02M 0.02%
303,447
-8,957
713
$3.01M 0.02%
27,739
-2,493
714
$3.01M 0.02%
27,400
+602
715
$3.01M 0.02%
48,420
-7,579
716
$3M 0.02%
42,806
+23,146
717
$3M 0.02%
55,512
-2,826
718
$3M 0.02%
35,041
+19,436
719
$3M 0.02%
96,174
+40,277
720
$2.98M 0.02%
112,618
+24,956
721
$2.97M 0.02%
39,586
+20,294
722
$2.97M 0.02%
74,027
-9,167
723
$2.96M 0.02%
82,703
+4,316
724
$2.95M 0.02%
64,670
+3,151
725
$2.95M 0.02%
+138,550
27 28
29
30 31