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
1176
$1.25M 0.01%
+40,684
1177
$1.24M 0.01%
45,700
+2,805
1178
$1.24M 0.01%
50,238
+20,955
1179
$1.24M 0.01%
33,063
+14,787
1180
$1.24M 0.01%
28,957
-67,426
1181
$1.24M 0.01%
104,311
+20,888
1182
$1.23M 0.01%
24,072
-120,520
1183
$1.22M 0.01%
43,023
-6,326
1184
$1.22M 0.01%
307,921
-60,357
1185
$1.21M 0.01%
17,008
-2,950
1186
$1.21M 0.01%
25,579
-314
1187
$1.2M 0.01%
10,095
-1,177
1188
$1.2M 0.01%
15,711
+10,978
1189
$1.2M 0.01%
67,458
+9,714
1190
$1.2M 0.01%
25,860
+8,537
1191
$1.2M 0.01%
12,170
-1,784
1192
$1.2M 0.01%
37,596
+15,156
1193
$1.2M 0.01%
15,569
+171
1194
$1.19M 0.01%
10,711
+275
1195
$1.19M 0.01%
71,858
-4,688
1196
$1.19M 0.01%
18,920
+3,892
1197
$1.19M 0.01%
45,394
-27,920
1198
$1.19M 0.01%
43,028
+20,284
1199
$1.18M 0.01%
17,439
-582
1200
$1.18M 0.01%
4,155
+181
46 47
48
49 50