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
1251
$1.08M 0.01%
18,973
-895
1252
$1.08M 0.01%
7,277
-551
1253
$1.08M 0.01%
21,976
-71
1254
$1.08M 0.01%
65,720
-10,384
1255
$1.07M 0.01%
19,045
+162
1256
$1.07M 0.01%
43,857
-13,145
1257
$1.07M 0.01%
10,720
+3,453
1258
$1.07M 0.01%
11,564
-2,140
1259
$1.07M 0.01%
22,038
+9,937
1260
$1.06M 0.01%
40,370
+194
1261
$1.06M 0.01%
12,237
+480
1262
$1.06M 0.01%
49,293
+7,537
1263
$1.06M 0.01%
31,054
-947
1264
$1.06M 0.01%
31,046
+14,767
1265
$1.06M 0.01%
73,361
+19,956
1266
$1.06M 0.01%
53,776
+627
1267
$1.05M 0.01%
19,588
-6,848
1268
$1.05M 0.01%
24,049
-2,395
1269
$1.05M 0.01%
68,862
+34,943
1270
$1.05M 0.01%
6,057
+4,473
1271
$1.05M 0.01%
8,954
-1,354
1272
$1.05M 0.01%
22,560
-1,795
1273
$1.05M 0.01%
26,942
-100
1274
$1.05M 0.01%
39,969
-76
1275
$1.05M 0.01%
36,083
-689
49 50
51
52 53