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
2126
$305K ﹤0.01%
3,445
2127
$304K ﹤0.01%
2,593
-1,500
2128
$303K ﹤0.01%
2,216
-15
2129
$303K ﹤0.01%
13,856
+150
2130
$303K ﹤0.01%
13,190
+1,351
2131
$303K ﹤0.01%
21,490
2132
$303K ﹤0.01%
+4,462
2133
$302K ﹤0.01%
13,500
+287
2134
$301K ﹤0.01%
11,114
-57
2135
$300K ﹤0.01%
8,035
-687
2136
$300K ﹤0.01%
11,243
-842
2137
$299K ﹤0.01%
+2,241
2138
$299K ﹤0.01%
21,874
+1,912
2139
$298K ﹤0.01%
4,982
-885
2140
$298K ﹤0.01%
15,313
+249
2141
$297K ﹤0.01%
+5,622
2142
$297K ﹤0.01%
15,080
-3,365
2143
$297K ﹤0.01%
+8,611
2144
$297K ﹤0.01%
8,834
+77
2145
$297K ﹤0.01%
2,167
-396
2146
$297K ﹤0.01%
30,444
+31
2147
$297K ﹤0.01%
10,990
2148
$296K ﹤0.01%
4,574
2149
$295K ﹤0.01%
+5,648
2150
$295K ﹤0.01%
7,294
-2,855
84 85
86
87 88