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
1801
$476K ﹤0.01%
58,960
-42,900
1802
$475K ﹤0.01%
16,749
+3,319
1803
$474K ﹤0.01%
9,899
-4,497
1804
$474K ﹤0.01%
9,316
-12,336
1805
$473K ﹤0.01%
6,434
-3,409
1806
$473K ﹤0.01%
15,665
+1,555
1807
$473K ﹤0.01%
17,438
+9,508
1808
$472K ﹤0.01%
27,033
+47
1809
$471K ﹤0.01%
10,387
+26
1810
$470K ﹤0.01%
15,487
-1,016
1811
$470K ﹤0.01%
15,233
+55
1812
$469K ﹤0.01%
11,481
-1,641
1813
$467K ﹤0.01%
38,955
+273
1814
$466K ﹤0.01%
6,945
+178
1815
$466K ﹤0.01%
53,278
-20,058
1816
$466K ﹤0.01%
+2,454
1817
$465K ﹤0.01%
34,590
+445
1818
$464K ﹤0.01%
13,448
-37,479
1819
$464K ﹤0.01%
75,781
+21,281
1820
$462K ﹤0.01%
1,946
-43
1821
$460K ﹤0.01%
19,447
+5,725
1822
$459K ﹤0.01%
10,736
-7,066
1823
$459K ﹤0.01%
45,251
+1,620
1824
$459K ﹤0.01%
121,409
1825
$459K ﹤0.01%
3,024
-78
71 72
73
74 75