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
876
$2.2M 0.01%
23,106
+12,902
877
$2.19M 0.01%
22,136
+874
878
$2.19M 0.01%
76,072
-37,532
879
$2.19M 0.01%
9,256
+434
880
$2.18M 0.01%
59,727
-18,374
881
$2.18M 0.01%
11,282
-871
882
$2.17M 0.01%
59,894
-8,951
883
$2.17M 0.01%
66,044
-13,665
884
$2.17M 0.01%
46,224
+9,849
885
$2.17M 0.01%
13,082
-218
886
$2.17M 0.01%
9,337
+17
887
$2.16M 0.01%
73,842
-23,474
888
$2.16M 0.01%
313,448
+58,280
889
$2.16M 0.01%
128,762
-14,953
890
$2.16M 0.01%
291,619
-97,209
891
$2.15M 0.01%
36,379
-7,870
892
$2.13M 0.01%
29,513
+14,257
893
$2.13M 0.01%
44,779
-8,323
894
$2.12M 0.01%
12,141
-2,918
895
$2.12M 0.01%
49,995
-4,538
896
$2.12M 0.01%
69,182
+321
897
$2.12M 0.01%
55,954
-5,819
898
$2.11M 0.01%
92,284
+8,730
899
$2.11M 0.01%
23,272
-977
900
$2.1M 0.01%
18,933
-5,395
34 35
36
37 38