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
1576
$665K ﹤0.01%
17,009
+268
1577
$663K ﹤0.01%
36,618
+14,262
1578
$663K ﹤0.01%
92,281
+80,776
1579
$661K ﹤0.01%
24,505
-742
1580
$660K ﹤0.01%
1,665
+246
1581
$659K ﹤0.01%
32,576
-250
1582
$658K ﹤0.01%
20,106
+1,855
1583
$658K ﹤0.01%
25,405
-616
1584
$656K ﹤0.01%
15,508
-2,343
1585
$655K ﹤0.01%
13,676
+693
1586
$654K ﹤0.01%
13,264
+700
1587
$653K ﹤0.01%
8,591
-206
1588
$652K ﹤0.01%
21,668
-100
1589
$651K ﹤0.01%
12,462
+2,112
1590
$651K ﹤0.01%
+32,432
1591
$650K ﹤0.01%
25,435
+705
1592
$649K ﹤0.01%
3,687
+494
1593
$649K ﹤0.01%
23,210
+10,598
1594
$649K ﹤0.01%
21,013
+60
1595
$649K ﹤0.01%
6,896
+504
1596
$647K ﹤0.01%
94,832
+36,326
1597
$646K ﹤0.01%
12,516
+1,336
1598
$646K ﹤0.01%
11,622
+1,280
1599
$645K ﹤0.01%
8,031
+1,037
1600
$643K ﹤0.01%
39,464
+4,245
62 63
64
65 66