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
851
$2.32M 0.01%
32,106
-1,027
852
$2.32M 0.01%
63,989
+266
853
$2.32M 0.01%
+72,011
854
$2.32M 0.01%
65,439
+19,616
855
$2.31M 0.01%
+22,478
856
$2.31M 0.01%
24,044
+8,808
857
$2.31M 0.01%
109,100
+58,715
858
$2.31M 0.01%
3,238
+729
859
$2.3M 0.01%
101,752
+3,863
860
$2.29M 0.01%
38,164
+197
861
$2.29M 0.01%
34,577
+7,231
862
$2.29M 0.01%
12,733
-421
863
$2.28M 0.01%
48,591
+2,349
864
$2.28M 0.01%
92,669
-3,984
865
$2.28M 0.01%
53,291
-1,752
866
$2.27M 0.01%
70,095
+45,404
867
$2.27M 0.01%
14,423
+12,620
868
$2.26M 0.01%
22,888
-3,152
869
$2.24M 0.01%
29,155
+562
870
$2.24M 0.01%
61,123
+3,417
871
$2.24M 0.01%
29,773
-413
872
$2.24M 0.01%
52,244
+3,460
873
$2.23M 0.01%
42,514
-9,412
874
$2.23M 0.01%
100,799
+1,920
875
$2.23M 0.01%
18,126
-9,114
33 34
35
36 37