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
1501
$740K ﹤0.01%
38,464
+5,389
1502
$739K ﹤0.01%
81,891
-6,210
1503
$738K ﹤0.01%
5,052
+717
1504
$737K ﹤0.01%
30,655
-2,720
1505
$734K ﹤0.01%
73,308
-395
1506
$734K ﹤0.01%
29,603
-859
1507
$733K ﹤0.01%
4,756
+591
1508
$731K ﹤0.01%
86,312
+14,458
1509
$730K ﹤0.01%
69,834
+6,748
1510
$729K ﹤0.01%
44,020
-29,669
1511
$728K ﹤0.01%
23,412
-5,165
1512
$728K ﹤0.01%
9,865
-484
1513
$727K ﹤0.01%
12,379
-423
1514
$727K ﹤0.01%
5,530
+1,222
1515
$726K ﹤0.01%
12,118
-699
1516
$725K ﹤0.01%
12,602
+1,718
1517
$725K ﹤0.01%
41,745
-2,593
1518
$724K ﹤0.01%
9,984
+23
1519
$723K ﹤0.01%
9,929
+2,931
1520
$723K ﹤0.01%
7,560
+4,248
1521
$722K ﹤0.01%
+23,202
1522
$721K ﹤0.01%
+54,888
1523
$721K ﹤0.01%
9,846
-169
1524
$720K ﹤0.01%
44,765
+11,067
1525
$720K ﹤0.01%
6,784
-653
59 60
61
62 63