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
2001
$359K ﹤0.01%
18,102
-10,846
2002
$359K ﹤0.01%
16,554
-186
2003
$357K ﹤0.01%
11,915
+927
2004
$357K ﹤0.01%
6,721
+2,735
2005
$357K ﹤0.01%
14,009
-1,057
2006
$357K ﹤0.01%
+11,405
2007
$356K ﹤0.01%
52,785
-9,265
2008
$356K ﹤0.01%
9,486
+981
2009
$355K ﹤0.01%
3,968
-272
2010
$354K ﹤0.01%
4,078
+129
2011
$353K ﹤0.01%
17,582
-1,291
2012
$352K ﹤0.01%
11,604
-98
2013
$352K ﹤0.01%
32,309
-863
2014
$351K ﹤0.01%
22,298
+3,875
2015
$351K ﹤0.01%
14,307
-445
2016
$350K ﹤0.01%
12,198
-1,205
2017
$350K ﹤0.01%
24,680
+212
2018
$350K ﹤0.01%
91,990
-6,000
2019
$350K ﹤0.01%
7,605
-672
2020
$349K ﹤0.01%
6,247
-355
2021
$349K ﹤0.01%
22,282
+301
2022
$349K ﹤0.01%
16,063
+352
2023
$349K ﹤0.01%
8,110
-304
2024
$349K ﹤0.01%
+2,118
2025
$349K ﹤0.01%
16,779
+693
79 80
81
82 83