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
1101
$1.44M 0.01%
56,457
+5,766
1102
$1.44M 0.01%
47,795
+7,075
1103
$1.43M 0.01%
214,300
-4,305
1104
$1.43M 0.01%
+38,084
1105
$1.43M 0.01%
79,846
+6,042
1106
$1.42M 0.01%
11,979
+1,665
1107
$1.42M 0.01%
3,810
-985
1108
$1.42M 0.01%
6,594
+869
1109
$1.42M 0.01%
111,252
-21,804
1110
$1.42M 0.01%
+40,441
1111
$1.41M 0.01%
19,411
+6,583
1112
$1.41M 0.01%
46,571
+5,565
1113
$1.4M 0.01%
14,653
-1,317
1114
$1.4M 0.01%
59,274
-7,824
1115
$1.4M 0.01%
3,568
+15
1116
$1.4M 0.01%
41,149
+8,578
1117
$1.4M 0.01%
55,035
-76,768
1118
$1.4M 0.01%
78,353
+541
1119
$1.4M 0.01%
83,212
-129,701
1120
$1.39M 0.01%
3,392
-306
1121
$1.39M 0.01%
46,250
-1,820
1122
$1.38M 0.01%
28,713
+5,802
1123
$1.38M 0.01%
27,650
-3,814
1124
$1.38M 0.01%
11,038
-28
1125
$1.38M 0.01%
45,816
-2,453
43 44
45
46 47