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
726
$2.94M 0.02%
66,184
+1,030
727
$2.94M 0.02%
88,754
-63,635
728
$2.94M 0.02%
266,800
-2,011
729
$2.93M 0.02%
24,496
-3,814
730
$2.93M 0.02%
28,719
-20,427
731
$2.93M 0.02%
117,601
-1,068
732
$2.92M 0.02%
50,168
+7,082
733
$2.92M 0.02%
145,363
-12,856
734
$2.9M 0.02%
32,163
+1,207
735
$2.88M 0.02%
99,837
+15,998
736
$2.88M 0.02%
19,960
+14
737
$2.88M 0.02%
387,271
-31,348
738
$2.87M 0.02%
102,694
+20,733
739
$2.86M 0.02%
59,695
+7,012
740
$2.86M 0.02%
75,765
+2,630
741
$2.85M 0.02%
135,789
-2,859
742
$2.84M 0.02%
180,088
-5,447
743
$2.84M 0.02%
+80,705
744
$2.83M 0.02%
12,254,080
745
$2.81M 0.02%
186,647
-19,871
746
$2.8M 0.02%
76,119
-1,652
747
$2.8M 0.02%
404,170
-12,599
748
$2.79M 0.02%
372,578
-56,189
749
$2.78M 0.02%
284,866
+32,394
750
$2.77M 0.02%
15,953
+1,148
28 29
30
31 32