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
1476
$771K ﹤0.01%
50,003
-423
1477
$770K ﹤0.01%
30,746
+3,217
1478
$768K ﹤0.01%
43,117
-963
1479
$768K ﹤0.01%
19,226
-3,130
1480
$764K ﹤0.01%
953
-991
1481
$764K ﹤0.01%
56,759
-346
1482
$764K ﹤0.01%
15,230
+3,309
1483
$761K ﹤0.01%
29,521
1484
$759K ﹤0.01%
36,494
+4,732
1485
$759K ﹤0.01%
20,638
+17,934
1486
$758K ﹤0.01%
20,437
-353
1487
$754K ﹤0.01%
46,486
-3,251
1488
$751K ﹤0.01%
15,620
-4,994
1489
$751K ﹤0.01%
14,588
-15,146
1490
$751K ﹤0.01%
74,097
-195,045
1491
$750K ﹤0.01%
12,944
+6,075
1492
$747K ﹤0.01%
5,669
-2,067
1493
$747K ﹤0.01%
52,297
+2,326
1494
$747K ﹤0.01%
12,595
+161
1495
$746K ﹤0.01%
10,564
+90
1496
$746K ﹤0.01%
+46,250
1497
$745K ﹤0.01%
26,661
+499
1498
$743K ﹤0.01%
+27,913
1499
$743K ﹤0.01%
10,721
-1,138
1500
$742K ﹤0.01%
10,690
+6,369
58 59
60
61 62