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
1851
$443K ﹤0.01%
42,696
+2,972
1852
$442K ﹤0.01%
14,152
-2,339
1853
$441K ﹤0.01%
12,608
-1,400
1854
$441K ﹤0.01%
24,687
1855
$439K ﹤0.01%
25,066
+55
1856
$439K ﹤0.01%
5,846
+12
1857
$438K ﹤0.01%
20,690
-37,246
1858
$437K ﹤0.01%
750
+273
1859
$437K ﹤0.01%
6,714
+549
1860
$437K ﹤0.01%
+24,940
1861
$435K ﹤0.01%
11,159
-30
1862
$434K ﹤0.01%
25,864
-65,431
1863
$434K ﹤0.01%
27,455
+10,826
1864
$433K ﹤0.01%
+21,186
1865
$433K ﹤0.01%
+13,926
1866
$432K ﹤0.01%
2,281
-80
1867
$432K ﹤0.01%
33,559
-1,224
1868
$432K ﹤0.01%
136,268
+5,839
1869
$431K ﹤0.01%
31,367
+5,192
1870
$431K ﹤0.01%
11,749
-2,183
1871
$431K ﹤0.01%
+3,518
1872
$431K ﹤0.01%
59,926
+4,930
1873
$430K ﹤0.01%
14,494
+765
1874
$430K ﹤0.01%
2,148
-5
1875
$429K ﹤0.01%
+38,678
73 74
75
76 77