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
801
$2.55M 0.01%
36,847
+21,863
802
$2.54M 0.01%
70,312
-1,534
803
$2.54M 0.01%
22,830
-52,221
804
$2.53M 0.01%
196,464
+21,122
805
$2.53M 0.01%
21,938
-101
806
$2.53M 0.01%
77,259
+61,653
807
$2.51M 0.01%
46,665
+1,491
808
$2.51M 0.01%
375,434
-4,876
809
$2.51M 0.01%
44,286
+30,339
810
$2.51M 0.01%
78,653
+3,702
811
$2.5M 0.01%
108,735
-8,059
812
$2.5M 0.01%
43,387
-3,547
813
$2.5M 0.01%
81,039
-4,518
814
$2.49M 0.01%
71,370
+1,742
815
$2.49M 0.01%
20,104
-1,516
816
$2.48M 0.01%
32,948
+1,112
817
$2.47M 0.01%
23,929
+831
818
$2.47M 0.01%
264,598
+30,875
819
$2.46M 0.01%
+16,788
820
$2.46M 0.01%
118,587
+16,922
821
$2.46M 0.01%
29,663
-2,569
822
$2.46M 0.01%
27,282
+20,804
823
$2.46M 0.01%
44,723
-279
824
$2.46M 0.01%
20,484
-12,743
825
$2.46M 0.01%
61,950
+1,280
31 32
33
34 35