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
1401
$870K 0.01%
19,857
-5,064
1402
$866K 0.01%
21,153
+6,645
1403
$866K 0.01%
111,712
-7,464
1404
$865K 0.01%
42,048
-2,137
1405
$863K 0.01%
20,345
-6,185
1406
$858K 0.01%
26,352
+986
1407
$856K 0.01%
17,480
+875
1408
$854K 0.01%
52,953
-4,527
1409
$853K 0.01%
50,761
-5,500
1410
$851K 0.01%
36,318
+188
1411
$848K 0.01%
77,725
-529
1412
$846K ﹤0.01%
19,366
+1,644
1413
$844K ﹤0.01%
7,254
+1,923
1414
$842K ﹤0.01%
33,888
+37
1415
$841K ﹤0.01%
64,481
+13,841
1416
$839K ﹤0.01%
37,808
+19,998
1417
$839K ﹤0.01%
+9,930
1418
$838K ﹤0.01%
16,471
-1,725
1419
$838K ﹤0.01%
9,014
+2,469
1420
$836K ﹤0.01%
18,345
-1,864
1421
$836K ﹤0.01%
27,935
-2,410
1422
$835K ﹤0.01%
24,022
+2,143
1423
$832K ﹤0.01%
204
+58
1424
$831K ﹤0.01%
836
+97
1425
$828K ﹤0.01%
16,895
-82
55 56
57
58 59