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
1326
$973K 0.01%
21,798
-3,863
1327
$968K 0.01%
4,964
+1,430
1328
$964K 0.01%
5,088
-45
1329
$962K 0.01%
7,944
+286
1330
$961K 0.01%
23,532
-1,263
1331
$961K 0.01%
9,079
-4,551
1332
$960K 0.01%
151,010
+8,436
1333
$957K 0.01%
21,982
+12,657
1334
$957K 0.01%
25,182
+3,079
1335
$957K 0.01%
118,614
+5,312
1336
$955K 0.01%
32,014
+643
1337
$953K 0.01%
10,909
-18,615
1338
$953K 0.01%
34,490
+600
1339
$948K 0.01%
54,457
+797
1340
$948K 0.01%
18,226
+247
1341
$946K 0.01%
7,271
-356
1342
$945K 0.01%
6,049
+604
1343
$945K 0.01%
24,029
-5,798
1344
$945K 0.01%
+6,155
1345
$943K 0.01%
24,725
-16,074
1346
$943K 0.01%
17,377
+5,244
1347
$942K 0.01%
17,179
-493
1348
$942K 0.01%
9,670
-28
1349
$942K 0.01%
4,029
-2,629
1350
$941K 0.01%
21,651
-3,527
52 53
54
55 56