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
1451
$806K ﹤0.01%
10,234
-1,535
1452
$805K ﹤0.01%
56,318
-4,423
1453
$804K ﹤0.01%
13,183
-119
1454
$804K ﹤0.01%
39,880
1455
$802K ﹤0.01%
19,979
+983
1456
$802K ﹤0.01%
29,587
-74
1457
$801K ﹤0.01%
16,565
-2,804
1458
$800K ﹤0.01%
1,748
-118
1459
$798K ﹤0.01%
61,691
-46,200
1460
$798K ﹤0.01%
32,043
+1,089
1461
$797K ﹤0.01%
63,598
-4,896
1462
$797K ﹤0.01%
9,176
+216
1463
$793K ﹤0.01%
25,825
+3,926
1464
$790K ﹤0.01%
+15,747
1465
$787K ﹤0.01%
+7,265
1466
$783K ﹤0.01%
4,991
+14
1467
$781K ﹤0.01%
2,661
+26
1468
$779K ﹤0.01%
29,902
+12,148
1469
$779K ﹤0.01%
23,003
+740
1470
$779K ﹤0.01%
34,107
-36
1471
$777K ﹤0.01%
27,000
1472
$776K ﹤0.01%
17,084
+363
1473
$775K ﹤0.01%
11,773
-36,508
1474
$773K ﹤0.01%
9,120
-1,396
1475
$772K ﹤0.01%
7,801
+6
57 58
59
60 61