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
1201
$1.17M 0.01%
+28,350
1202
$1.17M 0.01%
59,337
-8
1203
$1.17M 0.01%
32,356
+21,844
1204
$1.16M 0.01%
+31,413
1205
$1.16M 0.01%
52,322
-4,466
1206
$1.16M 0.01%
14,164
-2,832
1207
$1.16M 0.01%
14,911
+8,674
1208
$1.16M 0.01%
111,716
-3,407
1209
$1.15M 0.01%
32,571
-2,272
1210
$1.15M 0.01%
12,838
-1,196
1211
$1.15M 0.01%
35,177
+7,894
1212
$1.15M 0.01%
39,588
+3,332
1213
$1.15M 0.01%
12,733
+587
1214
$1.15M 0.01%
5,567
-413
1215
$1.14M 0.01%
28,426
+16,151
1216
$1.14M 0.01%
22,928
-4,462
1217
$1.14M 0.01%
+9,896
1218
$1.14M 0.01%
64,348
+41,420
1219
$1.14M 0.01%
34,057
-5,221
1220
$1.14M 0.01%
4,042
+1,952
1221
$1.14M 0.01%
+97,429
1222
$1.14M 0.01%
13,568
+577
1223
$1.14M 0.01%
16,384
-182
1224
$1.13M 0.01%
38,458
-7,716
1225
$1.13M 0.01%
103,972
+3,767
47 48
49
50 51