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
1701
$556K ﹤0.01%
9,877
-644
1702
$554K ﹤0.01%
12,507
+105
1703
$553K ﹤0.01%
23,110
+10,211
1704
$551K ﹤0.01%
52,529
+12,984
1705
$551K ﹤0.01%
20,102
-2,452
1706
$551K ﹤0.01%
10,226
+2,454
1707
$551K ﹤0.01%
15,210
+1,274
1708
$550K ﹤0.01%
17,184
+1,531
1709
$549K ﹤0.01%
+10,721
1710
$548K ﹤0.01%
9,397
-590
1711
$546K ﹤0.01%
11,398
+250
1712
$546K ﹤0.01%
20,886
+1,212
1713
$545K ﹤0.01%
9,484
+1,039
1714
$543K ﹤0.01%
+15,004
1715
$543K ﹤0.01%
19,703
+2,850
1716
$543K ﹤0.01%
12,714
-308
1717
$543K ﹤0.01%
34,806
+4,861
1718
$541K ﹤0.01%
35,428
-74,268
1719
$541K ﹤0.01%
16,300
1720
$540K ﹤0.01%
5,720
+2,893
1721
$539K ﹤0.01%
8,758
+199
1722
$539K ﹤0.01%
+8,787
1723
$538K ﹤0.01%
35,384
+179
1724
$538K ﹤0.01%
18,592
+1,825
1725
$536K ﹤0.01%
8,368
+1,896
67 68
69
70 71