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
1901
$413K ﹤0.01%
+8,007
1902
$411K ﹤0.01%
15,262
-7,469
1903
$411K ﹤0.01%
14,455
-870
1904
$411K ﹤0.01%
3,950
-727
1905
$410K ﹤0.01%
9,289
-10,227
1906
$410K ﹤0.01%
30,670
+472
1907
$408K ﹤0.01%
4,394
-169
1908
$408K ﹤0.01%
24,817
+1,606
1909
$408K ﹤0.01%
9,117
-380
1910
$408K ﹤0.01%
41,305
+6,090
1911
$407K ﹤0.01%
84,733
+48,750
1912
$406K ﹤0.01%
38,002
+36
1913
$405K ﹤0.01%
4,220
+886
1914
$405K ﹤0.01%
5,720
-391
1915
$404K ﹤0.01%
3,048
+646
1916
$403K ﹤0.01%
6,106
-172
1917
$403K ﹤0.01%
10,468
+1,341
1918
$402K ﹤0.01%
15,644
-270
1919
$402K ﹤0.01%
179,556
-11,639
1920
$402K ﹤0.01%
9,464
+1,924
1921
$402K ﹤0.01%
3,171
+1,005
1922
$401K ﹤0.01%
6,878
+564
1923
$399K ﹤0.01%
14,477
+1,552
1924
$399K ﹤0.01%
34,305
-281
1925
$398K ﹤0.01%
+11,573
75 76
77
78 79