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
101
$33M 0.19%
123,152
+24,183
102
$32.6M 0.19%
728,476
-6,458
103
$32.2M 0.19%
64,294
-4,789
104
$32M 0.19%
143,695
+17,785
105
$31.1M 0.18%
145,093
+5,158
106
$31M 0.18%
1,263,111
+311,620
107
$30.9M 0.18%
670,133
+60,295
108
$30.5M 0.18%
288,278
+33,603
109
$30.5M 0.18%
422,303
-297
110
$30.5M 0.18%
313,775
+48,736
111
$30.5M 0.18%
1,856,883
-212,070
112
$30.3M 0.18%
379,465
+7,543
113
$30.2M 0.18%
80,246
+2,473
114
$30.1M 0.18%
744,761
-53,233
115
$29.8M 0.17%
140,335
+9,840
116
$29.2M 0.17%
1,134,666
+569,646
117
$29.1M 0.17%
266,124
+1,431
118
$28.7M 0.17%
371,442
+33,290
119
$28.4M 0.17%
155,931
+2,581
120
$28.2M 0.16%
397,905
+27,955
121
$28.1M 0.16%
1,392,827
+1,076
122
$27.7M 0.16%
555,367
-50,694
123
$27.4M 0.16%
117,672
-1,385
124
$27.2M 0.16%
498,480
+72,240
125
$26.8M 0.16%
183,619
+7,197
3 4
5
6 7