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
901
$2.1M 0.01%
21,596
+9,487
902
$2.09M 0.01%
82,242
-16,211
903
$2.09M 0.01%
22,568
+1,692
904
$2.08M 0.01%
69,292
-39,471
905
$2.08M 0.01%
4,373
+365
906
$2.07M 0.01%
106,745
+44,295
907
$2.07M 0.01%
16,053
+7,639
908
$2.06M 0.01%
61,270
-9,477
909
$2.05M 0.01%
8,895
+481
910
$2.05M 0.01%
73,064
+5,250
911
$2.05M 0.01%
15,493
+11,849
912
$2.03M 0.01%
9,440
+346
913
$2.03M 0.01%
45,819
-2,922
914
$2.03M 0.01%
11,788
-955
915
$2.02M 0.01%
57,885
+8,643
916
$2.02M 0.01%
32,790
+7,726
917
$2.02M 0.01%
60,980
-36,481
918
$2.01M 0.01%
82,452
-8,436
919
$2.01M 0.01%
42,785
-3,977
920
$2.01M 0.01%
40,327
-39,007
921
$2M 0.01%
32,990
-1,770
922
$2M 0.01%
370,038
-23,845
923
$2M 0.01%
54,265
+18,054
924
$1.99M 0.01%
40,734
-2,395
925
$1.99M 0.01%
41,808
+3,086
35 36
37
38 39