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
1026
$1.66M 0.01%
48,993
-12,796
1027
$1.65M 0.01%
130,340
+68,375
1028
$1.65M 0.01%
14,576
-2,351
1029
$1.64M 0.01%
20,303
+682
1030
$1.64M 0.01%
77,371
-7,986
1031
$1.64M 0.01%
52,992
-1,740
1032
$1.64M 0.01%
25,754
-792
1033
$1.64M 0.01%
19,530
+1,070
1034
$1.64M 0.01%
80,221
+11,525
1035
$1.63M 0.01%
10,537
+246
1036
$1.63M 0.01%
33,037
-14,080
1037
$1.63M 0.01%
+27,311
1038
$1.63M 0.01%
50,827
+2,225
1039
$1.63M 0.01%
5,677
+1,202
1040
$1.63M 0.01%
20,898
-6
1041
$1.62M 0.01%
31,056
+2,910
1042
$1.62M 0.01%
12,735
-1,087
1043
$1.62M 0.01%
10,376
+692
1044
$1.62M 0.01%
35,169
+15
1045
$1.61M 0.01%
110,606
-14,419
1046
$1.6M 0.01%
16,196
+3,580
1047
$1.6M 0.01%
38,239
+4,908
1048
$1.59M 0.01%
12,971
+2,151
1049
$1.59M 0.01%
9,354
+761
1050
$1.59M 0.01%
83,638
-26,362
40 41
42
43 44