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
1651
$601K ﹤0.01%
2,238
-677
1652
$600K ﹤0.01%
23,743
-619
1653
$600K ﹤0.01%
17,282
-946
1654
$600K ﹤0.01%
18,964
-679
1655
$599K ﹤0.01%
14,919
-4,985
1656
$598K ﹤0.01%
49,395
-832
1657
$596K ﹤0.01%
29,512
-228
1658
$596K ﹤0.01%
11,270
-10,760
1659
$595K ﹤0.01%
5,753
+20
1660
$594K ﹤0.01%
59,597
-10,702
1661
$594K ﹤0.01%
12,210
-2,935
1662
$592K ﹤0.01%
9,591
-4,279
1663
$592K ﹤0.01%
23,033
-7,623
1664
$591K ﹤0.01%
21,114
-7,077
1665
$589K ﹤0.01%
12,907
+2,789
1666
$588K ﹤0.01%
+59,650
1667
$588K ﹤0.01%
48,786
+1,464
1668
$587K ﹤0.01%
9,389
-6,039
1669
$585K ﹤0.01%
10,337
+556
1670
$583K ﹤0.01%
59,568
-6,730
1671
$582K ﹤0.01%
2,896
-165
1672
$582K ﹤0.01%
11,568
-230
1673
$581K ﹤0.01%
84,395
-24,360
1674
$581K ﹤0.01%
8,379
+104
1675
$579K ﹤0.01%
10,936
-441
65 66
67
68 69