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
2101
$311K ﹤0.01%
+7,995
2102
$311K ﹤0.01%
13,145
-300
2103
$311K ﹤0.01%
+38,500
2104
$310K ﹤0.01%
9,120
+1,113
2105
$310K ﹤0.01%
8,664
-35,390
2106
$310K ﹤0.01%
11,085
+346
2107
$309K ﹤0.01%
10,058
-2,170
2108
$309K ﹤0.01%
7,411
+15
2109
$308K ﹤0.01%
11,409
-2,494
2110
$308K ﹤0.01%
3,442
-793
2111
$308K ﹤0.01%
72,419
-3,000
2112
$308K ﹤0.01%
+12,002
2113
$307K ﹤0.01%
10,499
+656
2114
$307K ﹤0.01%
4,065
-232
2115
$307K ﹤0.01%
53,425
-4,342
2116
$306K ﹤0.01%
11,233
-263
2117
$306K ﹤0.01%
8,415
-1,538
2118
$306K ﹤0.01%
+12,767
2119
$306K ﹤0.01%
+2,379
2120
$306K ﹤0.01%
3,283
-1,334
2121
$306K ﹤0.01%
9,090
-10
2122
$306K ﹤0.01%
1,335
+120
2123
$305K ﹤0.01%
8,136
-833
2124
$305K ﹤0.01%
11,459
+2,020
2125
$305K ﹤0.01%
17,430
-3,815
83 84
85
86 87