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
751
$2.77M 0.02%
47,432
+4,194
752
$2.77M 0.02%
5,544
-9
753
$2.77M 0.02%
65,545
-180,386
754
$2.77M 0.02%
103,935
-26,453
755
$2.77M 0.02%
43,489
+7,079
756
$2.76M 0.02%
21,851
-305
757
$2.75M 0.02%
49,058
+8,050
758
$2.75M 0.02%
31,500
+13,093
759
$2.75M 0.02%
80,464
+2,020
760
$2.75M 0.02%
39,750
+5,650
761
$2.74M 0.02%
57,641
-9,503
762
$2.74M 0.02%
27,174
-1,009
763
$2.74M 0.02%
141,703
+86,275
764
$2.74M 0.02%
135,300
+8,050
765
$2.73M 0.02%
80,661
+8,349
766
$2.73M 0.02%
96,254
-81,158
767
$2.72M 0.02%
11,956
+3,876
768
$2.72M 0.02%
17,747
+6,690
769
$2.72M 0.02%
42,047
-15,838
770
$2.71M 0.02%
33,071
+1,090
771
$2.71M 0.02%
120,799
-33,056
772
$2.71M 0.02%
118,298
-2,513
773
$2.7M 0.02%
209,653
-39,825
774
$2.7M 0.02%
84,826
+9,845
775
$2.7M 0.02%
46,144
-233,518
29 30
31
32 33