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
1426
$826K ﹤0.01%
28,948
+218
1427
$823K ﹤0.01%
9,113
-25,531
1428
$823K ﹤0.01%
15,780
-837
1429
$823K ﹤0.01%
4,697
+3,001
1430
$823K ﹤0.01%
35,698
-1,165
1431
$822K ﹤0.01%
69,813
+21,250
1432
$822K ﹤0.01%
4,983
+1,790
1433
$822K ﹤0.01%
12,000
-2,529
1434
$821K ﹤0.01%
54,757
+428
1435
$821K ﹤0.01%
29,280
-5,267
1436
$820K ﹤0.01%
22,737
+1,873
1437
$819K ﹤0.01%
140,981
-13,210
1438
$819K ﹤0.01%
4,677
+476
1439
$818K ﹤0.01%
+14,457
1440
$817K ﹤0.01%
1,235
-61
1441
$816K ﹤0.01%
+10,247
1442
$815K ﹤0.01%
20,341
+111
1443
$815K ﹤0.01%
2,045
+1,112
1444
$813K ﹤0.01%
12,394
+3,476
1445
$813K ﹤0.01%
11,100
+879
1446
$812K ﹤0.01%
15,464
+2,019
1447
$812K ﹤0.01%
30,894
+3,746
1448
$809K ﹤0.01%
2,224
+1,030
1449
$808K ﹤0.01%
14,538
+7,040
1450
$807K ﹤0.01%
18,263
-2,140
56 57
58
59 60