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
1051
$1.59M 0.01%
13,322
-1,156
1052
$1.58M 0.01%
38,542
+7,265
1053
$1.58M 0.01%
92,126
+49,661
1054
$1.58M 0.01%
11,003
+425
1055
$1.58M 0.01%
311,388
+9,935
1056
$1.57M 0.01%
40,680
-5,065
1057
$1.57M 0.01%
5,579
-1,233
1058
$1.57M 0.01%
93,533
+623
1059
$1.57M 0.01%
53,138
+19,127
1060
$1.56M 0.01%
21,505
+2,583
1061
$1.55M 0.01%
45,261
-2,294
1062
$1.55M 0.01%
15,238
-2,377
1063
$1.55M 0.01%
+26,470
1064
$1.54M 0.01%
12,871
-1,109
1065
$1.53M 0.01%
28,717
-44,567
1066
$1.53M 0.01%
81,948
-1,772
1067
$1.53M 0.01%
17,054
+746
1068
$1.53M 0.01%
13,594
+270
1069
$1.53M 0.01%
9,415
+3,114
1070
$1.52M 0.01%
11,459
+2,355
1071
$1.52M 0.01%
60,858
+1,910
1072
$1.52M 0.01%
15,927
+2,667
1073
$1.52M 0.01%
21,424
+3,758
1074
$1.51M 0.01%
6,188
-1,085
1075
$1.51M 0.01%
69,785
-4,020
41 42
43
44 45