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
976
$1.8M 0.01%
22,962
-828
977
$1.8M 0.01%
19,017
-238
978
$1.79M 0.01%
28,547
-2,358
979
$1.79M 0.01%
13,138
-1,602
980
$1.79M 0.01%
11,978
-26
981
$1.79M 0.01%
38,910
-19,979
982
$1.78M 0.01%
16,060
+400
983
$1.78M 0.01%
56,640
-2,426
984
$1.78M 0.01%
53,220
+3,067
985
$1.78M 0.01%
169,419
+22,266
986
$1.78M 0.01%
26,363
-2,652
987
$1.78M 0.01%
109,043
+6,037
988
$1.78M 0.01%
31,739
-8,615
989
$1.77M 0.01%
33,314
+162
990
$1.77M 0.01%
4,109
+429
991
$1.76M 0.01%
48,851
+1,817
992
$1.76M 0.01%
10,612
+695
993
$1.76M 0.01%
11,217
-2,008
994
$1.76M 0.01%
101,496
+24,040
995
$1.75M 0.01%
43,108
-8,471
996
$1.75M 0.01%
30,611
-869
997
$1.75M 0.01%
72,766
-17,928
998
$1.74M 0.01%
13,361
+895
999
$1.74M 0.01%
27,629
+4,305
1000
$1.74M 0.01%
12,587
-2,829
38 39
40
41 42