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
1726
$535K ﹤0.01%
955
-604
1727
$535K ﹤0.01%
82,720
+42,080
1728
$531K ﹤0.01%
11,459
+882
1729
$531K ﹤0.01%
39,469
+6,684
1730
$530K ﹤0.01%
44,334
+1,334
1731
$529K ﹤0.01%
2,597
-125
1732
$528K ﹤0.01%
16,618
-10,721
1733
$528K ﹤0.01%
16,411
+4,067
1734
$527K ﹤0.01%
29,662
+4,233
1735
$527K ﹤0.01%
2,129
+1,024
1736
$526K ﹤0.01%
12,198
+195
1737
$526K ﹤0.01%
30,634
1738
$525K ﹤0.01%
36,747
-1,370
1739
$525K ﹤0.01%
227,389
-27,188
1740
$524K ﹤0.01%
17,032
-4,976
1741
$523K ﹤0.01%
7,469
+696
1742
$521K ﹤0.01%
13,568
-206
1743
$521K ﹤0.01%
14,602
-1,098
1744
$520K ﹤0.01%
18,532
+375
1745
$520K ﹤0.01%
327,306
-36,004
1746
$520K ﹤0.01%
8,338
-2,027
1747
$518K ﹤0.01%
14,765
-369,722
1748
$517K ﹤0.01%
50,652
-23,930
1749
$517K ﹤0.01%
11,638
-276
1750
$516K ﹤0.01%
3,042
+296
68 69
70
71 72