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
1526
$719K ﹤0.01%
21,424
-4,038
1527
$717K ﹤0.01%
6,126
-4,650
1528
$717K ﹤0.01%
19,084
-14,313
1529
$716K ﹤0.01%
24,572
-556
1530
$716K ﹤0.01%
22,106
+1,206
1531
$716K ﹤0.01%
3,162
-978
1532
$715K ﹤0.01%
3,730
-262
1533
$714K ﹤0.01%
49,774
-5,274
1534
$711K ﹤0.01%
21,602
-628
1535
$709K ﹤0.01%
+22,828
1536
$708K ﹤0.01%
15,596
+4,569
1537
$707K ﹤0.01%
24,692
+7,825
1538
$707K ﹤0.01%
+16,048
1539
$707K ﹤0.01%
4,570
+114
1540
$707K ﹤0.01%
13,026
-322
1541
$706K ﹤0.01%
26,693
-1,973
1542
$703K ﹤0.01%
68,012
+10,894
1543
$703K ﹤0.01%
7,354
+6
1544
$702K ﹤0.01%
39,072
-364
1545
$702K ﹤0.01%
49,526
-8,024
1546
$701K ﹤0.01%
42,994
-4,048
1547
$698K ﹤0.01%
82,752
-1,375
1548
$697K ﹤0.01%
78,747
+8,641
1549
$696K ﹤0.01%
10,085
+1
1550
$696K ﹤0.01%
4,737
+2,268
60 61
62
63 64