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
1751
$516K ﹤0.01%
18,195
+3,909
1752
$516K ﹤0.01%
77,112
-7,814
1753
$514K ﹤0.01%
+9,146
1754
$513K ﹤0.01%
4,884
-5,884
1755
$513K ﹤0.01%
+12,645
1756
$512K ﹤0.01%
7,401
-422
1757
$511K ﹤0.01%
+12,174
1758
$511K ﹤0.01%
14,195
+1,318
1759
$511K ﹤0.01%
13,413
+253
1760
$509K ﹤0.01%
39,704
+981
1761
$508K ﹤0.01%
8,713
-3,113
1762
$508K ﹤0.01%
4,368
-264
1763
$507K ﹤0.01%
6,155
-306
1764
$506K ﹤0.01%
20,032
-1,220
1765
$503K ﹤0.01%
7,160
-3,214
1766
$499K ﹤0.01%
43,889
-375
1767
$498K ﹤0.01%
1,949
+709
1768
$498K ﹤0.01%
8,320
-68
1769
$497K ﹤0.01%
21,230
-2,099
1770
$497K ﹤0.01%
21,628
+229
1771
$496K ﹤0.01%
7,148
+106
1772
$493K ﹤0.01%
9,289
-470
1773
$493K ﹤0.01%
71,108
-371
1774
$493K ﹤0.01%
126,132
-880
1775
$491K ﹤0.01%
9,750
-537
69 70
71
72 73