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
126
$26.8M 0.16%
486,307
-13,084
127
$26.5M 0.15%
1,286,364
+87,512
128
$26.5M 0.15%
233,944
-125,287
129
$26.5M 0.15%
167,713
-193,814
130
$26.4M 0.15%
86,226
-1,165
131
$26.2M 0.15%
390,451
+23,852
132
$26.2M 0.15%
308,811
-20,421
133
$26M 0.15%
955,561
-358,367
134
$26M 0.15%
73,307
-7,280
135
$25.9M 0.15%
473,260
+1,316
136
$25.7M 0.15%
514,404
+17,550
137
$25.5M 0.15%
179,132
+31,689
138
$25.2M 0.15%
214,910
+29,691
139
$25.1M 0.15%
221,294
+176,645
140
$25M 0.15%
1,559,512
+105,048
141
$24.9M 0.15%
591,711
+34,290
142
$24.7M 0.14%
212,938
-18,140
143
$24.6M 0.14%
811,469
-42,587
144
$24.6M 0.14%
454,993
+11,410
145
$24.3M 0.14%
391,718
+75,550
146
$24.1M 0.14%
603,811
+47,559
147
$23.8M 0.14%
255,024
+13,869
148
$23.5M 0.14%
244,671
-25,288
149
$23.4M 0.14%
267,891
+45,094
150
$23.1M 0.14%
137,227
-1,578
4 5
6
7 8