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
1551
$694K ﹤0.01%
+2,305
1552
$694K ﹤0.01%
9,486
-1,887
1553
$693K ﹤0.01%
24,144
+1,504
1554
$693K ﹤0.01%
66,158
-5,038
1555
$691K ﹤0.01%
24,695
1556
$688K ﹤0.01%
1,537
-534
1557
$688K ﹤0.01%
1,720
+604
1558
$686K ﹤0.01%
40,345
+7,705
1559
$685K ﹤0.01%
29,734
-8,984
1560
$685K ﹤0.01%
1,201
-88
1561
$684K ﹤0.01%
28,546
+5,405
1562
$683K ﹤0.01%
42,338
-13,376
1563
$681K ﹤0.01%
3,169
+44
1564
$679K ﹤0.01%
32,000
+4,585
1565
$678K ﹤0.01%
137
+33
1566
$677K ﹤0.01%
5,598
-355
1567
$672K ﹤0.01%
46,242
-2,446
1568
$671K ﹤0.01%
26,547
-6,963
1569
$670K ﹤0.01%
28,627
+200
1570
$670K ﹤0.01%
2,584
-285
1571
$669K ﹤0.01%
24,121
+6,153
1572
$669K ﹤0.01%
67,951
-9,041
1573
$668K ﹤0.01%
+16,734
1574
$667K ﹤0.01%
+34,423
1575
$665K ﹤0.01%
7,012
+3,891
61 62
63
64 65