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
776
$2.69M 0.02%
175,019
-22,138
777
$2.69M 0.02%
46,117
-3,221
778
$2.69M 0.02%
118,445
+68,305
779
$2.68M 0.02%
112,885
+102,691
780
$2.68M 0.02%
43,061
-1,751
781
$2.68M 0.02%
28,767
+54
782
$2.68M 0.02%
43,262
+35,725
783
$2.67M 0.02%
63,238
+4,720
784
$2.66M 0.02%
69,410
-24,475
785
$2.66M 0.02%
95,305
+51,340
786
$2.65M 0.02%
39,722
+12,268
787
$2.64M 0.02%
39,912
+17,643
788
$2.64M 0.02%
+89,740
789
$2.64M 0.02%
55,834
+423
790
$2.63M 0.02%
55,081
+2,768
791
$2.62M 0.02%
52,113
-5,140
792
$2.61M 0.02%
80,989
+44,871
793
$2.6M 0.02%
52,489
+5,169
794
$2.6M 0.02%
49,298
+39,030
795
$2.6M 0.02%
410,163
+1,578
796
$2.59M 0.02%
204,541
-24,922
797
$2.58M 0.02%
62,853
+9,092
798
$2.58M 0.02%
70,366
-4,130
799
$2.56M 0.02%
115,114
-8,976
800
$2.56M 0.02%
14,643
+6,610
30 31
32
33 34