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
951
$1.88M 0.01%
66,545
+6,999
952
$1.87M 0.01%
7,824
-195
953
$1.87M 0.01%
70,066
+15,609
954
$1.86M 0.01%
56,230
-2,182
955
$1.86M 0.01%
19,080
+1,652
956
$1.86M 0.01%
8,954
+679
957
$1.86M 0.01%
56,245
-41,503
958
$1.85M 0.01%
20,237
-1,968
959
$1.85M 0.01%
23,896
+1,080
960
$1.85M 0.01%
33,373
+1,603
961
$1.85M 0.01%
402,978
+4,075
962
$1.85M 0.01%
65,399
-30,617
963
$1.84M 0.01%
55,452
+7,441
964
$1.83M 0.01%
38,448
+3,443
965
$1.83M 0.01%
5,400
-84
966
$1.83M 0.01%
10,487
+92
967
$1.82M 0.01%
3,737
+302
968
$1.82M 0.01%
47,210
+1,380
969
$1.82M 0.01%
27,979
+1,880
970
$1.82M 0.01%
20,548
-3,544
971
$1.82M 0.01%
28,776
+2,390
972
$1.81M 0.01%
38,866
+3,887
973
$1.81M 0.01%
72,655
-1,901
974
$1.81M 0.01%
14,481
-484
975
$1.8M 0.01%
20,955
-4,587
37 38
39
40 41