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
1676
$577K ﹤0.01%
3,386
-717
1677
$576K ﹤0.01%
20,544
+2,676
1678
$576K ﹤0.01%
11,721
-472
1679
$575K ﹤0.01%
1,716
+1,009
1680
$575K ﹤0.01%
2,947
-14
1681
$575K ﹤0.01%
11,083
+1,825
1682
$575K ﹤0.01%
23,309
+5,050
1683
$574K ﹤0.01%
2,298
+691
1684
$574K ﹤0.01%
+10,006
1685
$571K ﹤0.01%
+25,015
1686
$571K ﹤0.01%
19,255
1687
$570K ﹤0.01%
25,706
+1,217
1688
$570K ﹤0.01%
2,526
+96
1689
$569K ﹤0.01%
10,216
-876
1690
$569K ﹤0.01%
120,780
-116,068
1691
$567K ﹤0.01%
20,310
-985
1692
$567K ﹤0.01%
28,702
-3,715
1693
$564K ﹤0.01%
13,867
-1,825
1694
$564K ﹤0.01%
5,007
+1
1695
$562K ﹤0.01%
35,520
+14,225
1696
$560K ﹤0.01%
7,123
+729
1697
$559K ﹤0.01%
+21,583
1698
$559K ﹤0.01%
+9,014
1699
$558K ﹤0.01%
16,907
+1,485
1700
$557K ﹤0.01%
2,298
-801
66 67
68
69 70