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
1926
$397K ﹤0.01%
4,945
+989
1927
$396K ﹤0.01%
29,610
+4,714
1928
$396K ﹤0.01%
33,733
-1,185
1929
$395K ﹤0.01%
39,552
+21,594
1930
$395K ﹤0.01%
51,242
+1,079
1931
$395K ﹤0.01%
4,203
+795
1932
$395K ﹤0.01%
4,094
+990
1933
$394K ﹤0.01%
29,802
+2,000
1934
$394K ﹤0.01%
40,662
-1,176
1935
$393K ﹤0.01%
20,822
-88,381
1936
$393K ﹤0.01%
15,240
-13,344
1937
$393K ﹤0.01%
13,172
-4,824
1938
$392K ﹤0.01%
+7,259
1939
$392K ﹤0.01%
+16,209
1940
$391K ﹤0.01%
5,092
-1,905
1941
$390K ﹤0.01%
6,214
-1,974
1942
$390K ﹤0.01%
29,432
-41
1943
$390K ﹤0.01%
8,550
-4,070
1944
$390K ﹤0.01%
5,037
-512
1945
$389K ﹤0.01%
+13,143
1946
$388K ﹤0.01%
9,146
+636
1947
$387K ﹤0.01%
7,866
1948
$386K ﹤0.01%
2,163
-34
1949
$386K ﹤0.01%
1,361
+86
1950
$385K ﹤0.01%
+4,532
76 77
78
79 80