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
1876
$428K ﹤0.01%
24,388
+2
1877
$428K ﹤0.01%
3,415
-404
1878
$427K ﹤0.01%
13,048
-5,576
1879
$427K ﹤0.01%
16,683
+2,114
1880
$426K ﹤0.01%
28,625
-7,096
1881
$426K ﹤0.01%
1,315
-13,637
1882
$424K ﹤0.01%
14,289
-5,082
1883
$423K ﹤0.01%
12,476
-768
1884
$421K ﹤0.01%
17,637
+779
1885
$420K ﹤0.01%
21,124
+8,809
1886
$420K ﹤0.01%
1,829
-146
1887
$419K ﹤0.01%
+8,133
1888
$419K ﹤0.01%
21,242
-1,147
1889
$418K ﹤0.01%
34,400
-8,315
1890
$418K ﹤0.01%
20,138
+3,688
1891
$417K ﹤0.01%
4,474
+1,387
1892
$417K ﹤0.01%
7,032
+761
1893
$417K ﹤0.01%
39,618
-1,128
1894
$416K ﹤0.01%
30,753
+527
1895
$415K ﹤0.01%
48,517
-1,133
1896
$414K ﹤0.01%
18,067
+3,105
1897
$414K ﹤0.01%
7,805
+425
1898
$413K ﹤0.01%
13,856
-4,000
1899
$413K ﹤0.01%
+24,312
1900
$413K ﹤0.01%
18,837
-784
74 75
76
77 78