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
2051
$337K ﹤0.01%
+31,322
2052
$336K ﹤0.01%
3,704
-164
2053
$336K ﹤0.01%
21,109
+5,536
2054
$335K ﹤0.01%
2,086
-1,544
2055
$333K ﹤0.01%
16,160
2056
$333K ﹤0.01%
48,137
-20,283
2057
$332K ﹤0.01%
3,772
+679
2058
$331K ﹤0.01%
25,228
+600
2059
$329K ﹤0.01%
24,177
+4,205
2060
$326K ﹤0.01%
24,281
+18
2061
$326K ﹤0.01%
44,024
+11,735
2062
$326K ﹤0.01%
6,389
+1,963
2063
$325K ﹤0.01%
7,103
-774
2064
$324K ﹤0.01%
8,066
+1,175
2065
$324K ﹤0.01%
21,489
-18,144
2066
$324K ﹤0.01%
+295
2067
$324K ﹤0.01%
20,359
+536
2068
$323K ﹤0.01%
11,227
-808
2069
$323K ﹤0.01%
48,170
+7,610
2070
$323K ﹤0.01%
34,919
2071
$322K ﹤0.01%
1,838
-181
2072
$322K ﹤0.01%
3,454
+209
2073
$322K ﹤0.01%
12
+6
2074
$321K ﹤0.01%
4,041
-19
2075
$321K ﹤0.01%
+2,331
81 82
83
84 85