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
1001
$1.74M 0.01%
8,716
+240
1002
$1.73M 0.01%
16,050
+2,642
1003
$1.73M 0.01%
10,902
+4,706
1004
$1.73M 0.01%
14,996
+3,798
1005
$1.73M 0.01%
22,726
-3,769
1006
$1.72M 0.01%
27,042
-4,184
1007
$1.72M 0.01%
35,043
-11,143
1008
$1.72M 0.01%
10,507
+3,447
1009
$1.71M 0.01%
40,852
-2,069
1010
$1.71M 0.01%
85,123
+15,252
1011
$1.71M 0.01%
140,780
+6,453
1012
$1.7M 0.01%
72,907
+57,616
1013
$1.7M 0.01%
11,334
-3,091
1014
$1.69M 0.01%
113,094
+38,010
1015
$1.69M 0.01%
4,410
-803
1016
$1.69M 0.01%
5,533
-1,906
1017
$1.69M 0.01%
65,085
-45,741
1018
$1.69M 0.01%
6,328
-574
1019
$1.68M 0.01%
55,511
-9,728
1020
$1.68M 0.01%
34,110
-20,283
1021
$1.67M 0.01%
276,563
+42,093
1022
$1.67M 0.01%
86,263
+12,179
1023
$1.66M 0.01%
4,391
-1,434
1024
$1.66M 0.01%
55,125
+2,730
1025
$1.66M 0.01%
32,349
+3,048
39 40
41
42 43