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
1226
$1.13M 0.01%
5,451
-659
1227
$1.13M 0.01%
2,763
-529
1228
$1.13M 0.01%
23,193
-5,436
1229
$1.13M 0.01%
40,242
-160,320
1230
$1.12M 0.01%
36,691
+9,009
1231
$1.12M 0.01%
7,826
+1,187
1232
$1.11M 0.01%
6,441
-693
1233
$1.11M 0.01%
+15,374
1234
$1.11M 0.01%
87,349
+39,284
1235
$1.11M 0.01%
81,651
+1,802
1236
$1.1M 0.01%
26,422
-3,360
1237
$1.1M 0.01%
15,387
+4,847
1238
$1.1M 0.01%
19,113
-38,547
1239
$1.1M 0.01%
61,994
+47,217
1240
$1.1M 0.01%
41,990
-22,420
1241
$1.09M 0.01%
76,265
-27,534
1242
$1.09M 0.01%
54,008
-2,565
1243
$1.09M 0.01%
10,405
+408
1244
$1.09M 0.01%
42,515
+2,073
1245
$1.09M 0.01%
95,102
+4,625
1246
$1.08M 0.01%
5,134
-124
1247
$1.08M 0.01%
36,014
+7,683
1248
$1.08M 0.01%
12,243
+2,042
1249
$1.08M 0.01%
67,318
+1,668
1250
$1.08M 0.01%
47,258
+741
48 49
50
51 52