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
51
$62.3M 0.36%
1,354,865
-31,580
52
$61M 0.36%
708,057
-35,534
53
$59.4M 0.35%
688,105
+29,971
54
$59.2M 0.35%
647,032
+29,234
55
$56.9M 0.33%
968,037
+10,722
56
$55.3M 0.32%
229,241
-7,889
57
$55.3M 0.32%
667,583
+152,789
58
$55.2M 0.32%
1,911,351
-945
59
$55.2M 0.32%
3,639,966
+224,472
60
$55M 0.32%
206,948
-6,638
61
$54.8M 0.32%
1,488,409
-40,126
62
$48.9M 0.29%
1,017,000
+98,928
63
$47.8M 0.28%
133,911
-17,713
64
$47.3M 0.28%
228,668
+4,558
65
$46.8M 0.27%
637,056
-32,444
66
$46.5M 0.27%
540,373
+172,309
67
$46.3M 0.27%
432,524
-12,175
68
$46.2M 0.27%
452,545
-242,946
69
$46.1M 0.27%
384,728
-167,094
70
$45.4M 0.27%
512,320
-60,339
71
$42.5M 0.25%
198,618
-2,134
72
$42.1M 0.25%
874,094
+37,590
73
$40.7M 0.24%
231,518
-5,064
74
$40.5M 0.24%
317,829
+84,734
75
$40.3M 0.24%
899,406
+130,171
1 2
3
4 5