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
76
$40.1M 0.23%
973,703
-16,368
77
$39.5M 0.23%
111,781
+17,100
78
$39.5M 0.23%
384,413
+60,851
79
$39.4M 0.23%
776,592
-1,045
80
$39.4M 0.23%
168,030
-24,708
81
$39.1M 0.23%
184,221
+26,688
82
$38.6M 0.23%
239,551
-19,275
83
$37.9M 0.22%
255,811
+557
84
$37.7M 0.22%
670,264
-205,835
85
$37.7M 0.22%
696,350
-23,960
86
$36.4M 0.21%
663,564
+29,474
87
$35.9M 0.21%
459,784
+15,796
88
$35.6M 0.21%
421,010
+14,308
89
$35.3M 0.21%
231,930
+27,532
90
$35M 0.2%
420,834
+20,016
91
$34.8M 0.2%
500,629
+258,689
92
$34.6M 0.2%
98,788
+894
93
$34.6M 0.2%
473,858
-20,217
94
$34.1M 0.2%
1,040,463
+54,984
95
$34M 0.2%
317,625
-26,481
96
$33.7M 0.2%
246,429
+7,784
97
$33.5M 0.2%
924,181
+55,030
98
$33.5M 0.2%
149,670
-4,840
99
$33.4M 0.2%
153,538
-6,625
100
$33.2M 0.19%
642,824
+102,800
2 3
4
5 6