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
1151
$1.3M 0.01%
15,051
-795
1152
$1.3M 0.01%
14,933
-2,291
1153
$1.3M 0.01%
44,697
+19,162
1154
$1.29M 0.01%
59,318
+3,241
1155
$1.29M 0.01%
35,337
-2,044
1156
$1.29M 0.01%
28,510
+5,738
1157
$1.28M 0.01%
52,417
+3,172
1158
$1.28M 0.01%
13,774
-337
1159
$1.28M 0.01%
3,558
-643
1160
$1.27M 0.01%
39,298
-5,111
1161
$1.27M 0.01%
6,243
-73
1162
$1.27M 0.01%
77,257
-2,103
1163
$1.27M 0.01%
71,359
+9,503
1164
$1.27M 0.01%
38,085
-25,414
1165
$1.27M 0.01%
+40,157
1166
$1.26M 0.01%
16,552
+2,492
1167
$1.26M 0.01%
57,650
-7,378
1168
$1.26M 0.01%
23,623
+13,247
1169
$1.26M 0.01%
72,110
+12,304
1170
$1.26M 0.01%
8,965
+493
1171
$1.25M 0.01%
4,315
-137
1172
$1.25M 0.01%
16,414
-4,176
1173
$1.25M 0.01%
17,719
+1,899
1174
$1.25M 0.01%
+57,495
1175
$1.25M 0.01%
44,095
+6,082
45 46
47
48 49