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
1301
$996K 0.01%
17,619
-1,312
1302
$995K 0.01%
5,785
+3,797
1303
$992K 0.01%
11,682
+459
1304
$991K 0.01%
1,861
-431
1305
$991K 0.01%
65,228
-2,319
1306
$991K 0.01%
+2,556
1307
$989K 0.01%
16,482
-3,220
1308
$989K 0.01%
24,813
+2,307
1309
$988K 0.01%
+13,282
1310
$987K 0.01%
9,041
+5,848
1311
$984K 0.01%
12,400
+3,228
1312
$983K 0.01%
8,534
+422
1313
$983K 0.01%
47,511
+1,011
1314
$981K 0.01%
14,155
-565
1315
$981K 0.01%
44,151
-12,774
1316
$981K 0.01%
913
-96
1317
$981K 0.01%
8,615
-3,821
1318
$980K 0.01%
9,568
+5,393
1319
$978K 0.01%
25,452
-61,149
1320
$977K 0.01%
14,942
-304
1321
$977K 0.01%
37,883
+15,957
1322
$975K 0.01%
11,857
-8,615
1323
$975K 0.01%
18,433
-281
1324
$975K 0.01%
6,718
-1,005
1325
$974K 0.01%
30,559
+6,048
51 52
53
54 55