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
1076
$1.51M 0.01%
61,420
+6,116
1077
$1.51M 0.01%
83,072
-16,160
1078
$1.51M 0.01%
14,329
-347
1079
$1.5M 0.01%
69,921
-4,777
1080
$1.5M 0.01%
30,332
-3,279
1081
$1.5M 0.01%
38,783
+587
1082
$1.49M 0.01%
45,513
+8,117
1083
$1.49M 0.01%
59,182
-2,399
1084
$1.48M 0.01%
46,575
-27,538
1085
$1.48M 0.01%
78,293
-11,524
1086
$1.48M 0.01%
29,582
+18,638
1087
$1.48M 0.01%
35,199
+2,187
1088
$1.47M 0.01%
42,701
+10,042
1089
$1.47M 0.01%
46,363
-400
1090
$1.47M 0.01%
12,235
-5,043
1091
$1.47M 0.01%
137,449
+55,375
1092
$1.46M 0.01%
14,597
+78
1093
$1.46M 0.01%
31,180
-785
1094
$1.46M 0.01%
27,554
+2,636
1095
$1.46M 0.01%
25,448
-19,746
1096
$1.46M 0.01%
110,975
+3,015
1097
$1.46M 0.01%
67,438
-14
1098
$1.45M 0.01%
9,399
+285
1099
$1.45M 0.01%
29,054
-598
1100
$1.44M 0.01%
56,348
+46
42 43
44
45 46