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
1626
$618K ﹤0.01%
30,601
+5,471
1627
$617K ﹤0.01%
46,909
-611
1628
$616K ﹤0.01%
20,456
-49
1629
$615K ﹤0.01%
56,484
-13,651
1630
$613K ﹤0.01%
64,475
-7,582
1631
$612K ﹤0.01%
7,989
-412
1632
$612K ﹤0.01%
17,375
-3,215
1633
$612K ﹤0.01%
592
+41
1634
$612K ﹤0.01%
54,719
+2,820
1635
$611K ﹤0.01%
52,914
+2,204
1636
$611K ﹤0.01%
11,296
-332
1637
$611K ﹤0.01%
14,606
-2,101
1638
$610K ﹤0.01%
16,347
+4,732
1639
$610K ﹤0.01%
7,231
-216
1640
$608K ﹤0.01%
+14,980
1641
$607K ﹤0.01%
116,912
-2,649
1642
$607K ﹤0.01%
36,849
+9,710
1643
$605K ﹤0.01%
11,934
+226
1644
$604K ﹤0.01%
21,337
-2,720
1645
$604K ﹤0.01%
14,129
+5,539
1646
$604K ﹤0.01%
23,215
-1,714
1647
$603K ﹤0.01%
24,578
+9,434
1648
$603K ﹤0.01%
73,183
+8,751
1649
$602K ﹤0.01%
9,666
-1,137
1650
$602K ﹤0.01%
16,000
64 65
66
67 68