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
1126
$1.38M 0.01%
8,389
-295
1127
$1.37M 0.01%
13,934
-6,786
1128
$1.36M 0.01%
38,646
+3,615
1129
$1.36M 0.01%
28,124
-277
1130
$1.36M 0.01%
38,140
+13,921
1131
$1.36M 0.01%
52,101
-503
1132
$1.35M 0.01%
91,606
-2,143
1133
$1.35M 0.01%
31,458
+17,025
1134
$1.35M 0.01%
66,162
-2,067
1135
$1.34M 0.01%
35,877
+7,889
1136
$1.34M 0.01%
62,097
-10,731
1137
$1.34M 0.01%
6,893
-40
1138
$1.34M 0.01%
39,611
+3,333
1139
$1.33M 0.01%
12,500
-201
1140
$1.33M 0.01%
3,041
-50
1141
$1.33M 0.01%
39,493
+18,667
1142
$1.33M 0.01%
24,752
+3,160
1143
$1.32M 0.01%
20,878
+928
1144
$1.32M 0.01%
47,957
+14,262
1145
$1.32M 0.01%
7,692
-203
1146
$1.31M 0.01%
26,366
-17,775
1147
$1.31M 0.01%
11,303
-408
1148
$1.31M 0.01%
48,566
+11,962
1149
$1.31M 0.01%
48,150
+38,718
1150
$1.31M 0.01%
77,494
-15,759
44 45
46
47 48