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
2076
$320K ﹤0.01%
17,097
+2,398
2077
$319K ﹤0.01%
33,347
+1,197
2078
$319K ﹤0.01%
+18,300
2079
$319K ﹤0.01%
19,012
+7,089
2080
$319K ﹤0.01%
+4,780
2081
$318K ﹤0.01%
1,216
-264
2082
$318K ﹤0.01%
+6,367
2083
$318K ﹤0.01%
24,783
2084
$317K ﹤0.01%
14,221
+2,799
2085
$317K ﹤0.01%
4,818
-512
2086
$317K ﹤0.01%
4,699
-1,344
2087
$317K ﹤0.01%
6,523
-1,010
2088
$317K ﹤0.01%
3,588
+72
2089
$316K ﹤0.01%
3,792
-3,782
2090
$316K ﹤0.01%
+2,061
2091
$315K ﹤0.01%
340
-80
2092
$315K ﹤0.01%
5,274
-66
2093
$315K ﹤0.01%
4,892
-2,020
2094
$314K ﹤0.01%
42,195
+6,210
2095
$314K ﹤0.01%
20,967
-350
2096
$314K ﹤0.01%
5,140
+678
2097
$314K ﹤0.01%
10,485
2098
$314K ﹤0.01%
+21,802
2099
$313K ﹤0.01%
3,294
+84
2100
$312K ﹤0.01%
+3,826
82 83
84
85 86