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
926
$1.99M 0.01%
29,398
-1,395
927
$1.98M 0.01%
58,358
-120
928
$1.98M 0.01%
8,618
+169
929
$1.98M 0.01%
23,638
-4
930
$1.97M 0.01%
35,330
-5,854
931
$1.96M 0.01%
40,830
+7,795
932
$1.96M 0.01%
88,569
-7,190
933
$1.95M 0.01%
37,975
+3,035
934
$1.94M 0.01%
36,871
+9,739
935
$1.94M 0.01%
38,498
-4,228
936
$1.93M 0.01%
35,493
+242
937
$1.93M 0.01%
54,107
+825
938
$1.92M 0.01%
7,673
+2,243
939
$1.92M 0.01%
126,881
-13,973
940
$1.91M 0.01%
44,194
+23
941
$1.91M 0.01%
93,924
-12,085
942
$1.91M 0.01%
6,715
+815
943
$1.9M 0.01%
169,222
-69,178
944
$1.9M 0.01%
19,336
+10,316
945
$1.9M 0.01%
199,485
-10,895
946
$1.89M 0.01%
23,582
+46
947
$1.89M 0.01%
131,040
-14,936
948
$1.88M 0.01%
12,293
+200
949
$1.88M 0.01%
93,019
+41,332
950
$1.88M 0.01%
5,973
+439
36 37
38
39 40