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
1601
$641K ﹤0.01%
10,284
1602
$637K ﹤0.01%
29,064
+4,987
1603
$637K ﹤0.01%
11,758
-7,987
1604
$637K ﹤0.01%
+32,347
1605
$636K ﹤0.01%
4,670
+155
1606
$636K ﹤0.01%
16,356
-1,224
1607
$636K ﹤0.01%
15,906
+3,741
1608
$635K ﹤0.01%
4,253
+347
1609
$635K ﹤0.01%
14,970
-1,774
1610
$634K ﹤0.01%
9,882
+1,117
1611
$630K ﹤0.01%
21,540
+2,025
1612
$630K ﹤0.01%
3,492
+1,044
1613
$629K ﹤0.01%
8,605
+3,234
1614
$626K ﹤0.01%
80,305
+24,215
1615
$625K ﹤0.01%
11,852
-8,215
1616
$625K ﹤0.01%
13,462
-1,297
1617
$625K ﹤0.01%
15,484
+2,129
1618
$625K ﹤0.01%
22,549
+13,570
1619
$623K ﹤0.01%
24,514
+521
1620
$622K ﹤0.01%
18,559
-965
1621
$622K ﹤0.01%
+2,232
1622
$621K ﹤0.01%
8,174
-1,536
1623
$620K ﹤0.01%
23,666
+9,600
1624
$618K ﹤0.01%
18,567
-1,242
1625
$618K ﹤0.01%
10,895
-3,328
63 64
65
66 67