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
826
$2.45M 0.01%
13,977
+4,112
827
$2.44M 0.01%
8,962
+677
828
$2.44M 0.01%
154,213
+613
829
$2.43M 0.01%
28,521
+10,141
830
$2.42M 0.01%
82,806
+10,995
831
$2.42M 0.01%
106,242
-3,569
832
$2.42M 0.01%
25,237
-69,962
833
$2.41M 0.01%
2,030
+205
834
$2.4M 0.01%
78,439
-10,632
835
$2.4M 0.01%
14,116
-2,574
836
$2.39M 0.01%
86,761
+413
837
$2.38M 0.01%
+81,233
838
$2.37M 0.01%
28,783
+2,593
839
$2.37M 0.01%
136,315
+10,475
840
$2.37M 0.01%
58,637
+11,255
841
$2.36M 0.01%
57,229
-399
842
$2.36M 0.01%
242,129
+19,897
843
$2.35M 0.01%
57,182
-25,035
844
$2.35M 0.01%
+66,087
845
$2.34M 0.01%
39,444
-8,874
846
$2.33M 0.01%
149,691
-2,776
847
$2.33M 0.01%
32,369
+3,551
848
$2.33M 0.01%
23,200
-1,151
849
$2.33M 0.01%
19,423
+3,961
850
$2.32M 0.01%
59,974
+1,431
32 33
34
35 36