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
1826
$459K ﹤0.01%
12,405
-1,659
1827
$458K ﹤0.01%
+11,351
1828
$458K ﹤0.01%
6,944
1829
$457K ﹤0.01%
6,703
-249
1830
$456K ﹤0.01%
+894
1831
$454K ﹤0.01%
30,245
-1,517
1832
$454K ﹤0.01%
9,255
-311
1833
$453K ﹤0.01%
3,599
+1,224
1834
$453K ﹤0.01%
2,131
-324
1835
$452K ﹤0.01%
+15,675
1836
$452K ﹤0.01%
46,870
-7,320
1837
$452K ﹤0.01%
32,514
-735
1838
$451K ﹤0.01%
13,401
+2,421
1839
$451K ﹤0.01%
15,822
+4,156
1840
$450K ﹤0.01%
14,190
+320
1841
$450K ﹤0.01%
45,109
+842
1842
$449K ﹤0.01%
1,254
-177
1843
$448K ﹤0.01%
40,114
-7,391
1844
$448K ﹤0.01%
+5,490
1845
$448K ﹤0.01%
4,139
-47
1846
$447K ﹤0.01%
2,620
+966
1847
$446K ﹤0.01%
+15,077
1848
$445K ﹤0.01%
21,856
-1,771
1849
$445K ﹤0.01%
8,991
-11
1850
$445K ﹤0.01%
9,225
-300
72 73
74
75 76