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
176
$20.2M 0.12%
82,276
+9,569
177
$20.1M 0.12%
181,880
+17,241
178
$19.9M 0.12%
1,087,260
+49,750
179
$19.8M 0.12%
289,265
+29,686
180
$19.6M 0.11%
165,537
-8,571
181
$19.5M 0.11%
728,125
+374,586
182
$19.5M 0.11%
371,518
-23,349
183
$19.4M 0.11%
127,959
-651
184
$19.4M 0.11%
472,727
+4,647
185
$19.3M 0.11%
120,316
+1,425
186
$19.1M 0.11%
41,104
+3,494
187
$19.1M 0.11%
93,828
-71,417
188
$19M 0.11%
189,382
-75,414
189
$18.9M 0.11%
133,757
+8,231
190
$18.9M 0.11%
374,036
-61,205
191
$18.6M 0.11%
203,367
-84,985
192
$18.5M 0.11%
139,070
-83,198
193
$18.2M 0.11%
79,279
-3,292
194
$18.2M 0.11%
504,167
-259,869
195
$18.1M 0.11%
172,943
+12,467
196
$18.1M 0.11%
69,524
+20,411
197
$17.6M 0.1%
463,580
+245,889
198
$17.5M 0.1%
84,142
+14,653
199
$17.4M 0.1%
103,300
-2,456
200
$17.2M 0.1%
97,241
+4,124
6 7
8
9 10