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
151
$23M 0.13%
754,535
+14,228
152
$22.9M 0.13%
1,069,857
+12,213
153
$22.8M 0.13%
1,494,201
+454,056
154
$22.8M 0.13%
201,050
+8,760
155
$22.6M 0.13%
368,406
+28,244
156
$22.6M 0.13%
439,114
-98,012
157
$22.6M 0.13%
574,404
+29,842
158
$22.2M 0.13%
242,347
-58,633
159
$22M 0.13%
137,371
-9,675
160
$22M 0.13%
445,757
-41,729
161
$21.9M 0.13%
216,946
+28,725
162
$21.8M 0.13%
181,440
-2,128
163
$21.7M 0.13%
102,211
+1,724
164
$21.6M 0.13%
389,871
-25,013
165
$21.4M 0.13%
555,710
-10,713
166
$21.4M 0.12%
188,288
-25,999
167
$21.2M 0.12%
330,676
+8,577
168
$21.2M 0.12%
219,586
+6,743
169
$20.9M 0.12%
323,201
+5,164
170
$20.9M 0.12%
120,030
-48,950
171
$20.7M 0.12%
303,429
+55,259
172
$20.7M 0.12%
141,449
-2,863
173
$20.5M 0.12%
298,417
+89,526
174
$20.3M 0.12%
511,995
-104,043
175
$20.2M 0.12%
375,684
+4,512
5 6
7
8 9