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
1951
$385K ﹤0.01%
2,381
-170
1952
$385K ﹤0.01%
70,560
1953
$383K ﹤0.01%
+6,003
1954
$382K ﹤0.01%
8,102
-1,291
1955
$382K ﹤0.01%
7,945
+2,461
1956
$382K ﹤0.01%
2,931
+405
1957
$381K ﹤0.01%
+14,670
1958
$381K ﹤0.01%
5,028
-319
1959
$380K ﹤0.01%
4,421
+497
1960
$380K ﹤0.01%
630
-9
1961
$379K ﹤0.01%
29,671
+990
1962
$379K ﹤0.01%
+7,237
1963
$377K ﹤0.01%
2,858
-688
1964
$377K ﹤0.01%
4,072
-39
1965
$377K ﹤0.01%
3,093
-3,452
1966
$377K ﹤0.01%
7,271
-327
1967
$376K ﹤0.01%
9,054
+61
1968
$376K ﹤0.01%
5,169
-9
1969
$375K ﹤0.01%
30,156
+156
1970
$374K ﹤0.01%
52,111
-5,720
1971
$373K ﹤0.01%
11,999
-43,308
1972
$372K ﹤0.01%
13,957
-1,811
1973
$372K ﹤0.01%
54,082
+11,136
1974
$372K ﹤0.01%
21,145
+741
1975
$371K ﹤0.01%
4,461
+1,130
77 78
79
80 81