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
1976
$371K ﹤0.01%
+11,375
1977
$371K ﹤0.01%
8,684
-1,173
1978
$371K ﹤0.01%
42,512
+20,030
1979
$370K ﹤0.01%
14,308
+4,306
1980
$370K ﹤0.01%
13,668
+1,263
1981
$370K ﹤0.01%
12,506
+1,756
1982
$370K ﹤0.01%
25,287
-11,726
1983
$370K ﹤0.01%
7,649
-151
1984
$369K ﹤0.01%
5,091
+25
1985
$369K ﹤0.01%
3,700
-44
1986
$368K ﹤0.01%
31,179
-1,785
1987
$368K ﹤0.01%
9,599
+1,447
1988
$367K ﹤0.01%
11,824
-4,505
1989
$365K ﹤0.01%
+4,072
1990
$364K ﹤0.01%
+14,042
1991
$363K ﹤0.01%
15,690
+905
1992
$362K ﹤0.01%
66,427
+16,596
1993
$362K ﹤0.01%
10,097
-12,446
1994
$362K ﹤0.01%
20,978
+659
1995
$362K ﹤0.01%
+3,594
1996
$362K ﹤0.01%
21,602
+8,013
1997
$362K ﹤0.01%
1,719
-38
1998
$361K ﹤0.01%
4,031
-72
1999
$361K ﹤0.01%
15,485
-976
2000
$359K ﹤0.01%
+2,785
78 79
80
81 82