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
2151
$295K ﹤0.01%
+10,791
2152
$295K ﹤0.01%
+24,511
2153
$295K ﹤0.01%
20,904
-4,478
2154
$294K ﹤0.01%
12,134
+1,037
2155
$294K ﹤0.01%
27,746
+921
2156
$294K ﹤0.01%
5,257
-116
2157
$294K ﹤0.01%
5,548
+402
2158
$293K ﹤0.01%
4,379
-268
2159
$292K ﹤0.01%
+7,148
2160
$292K ﹤0.01%
7,260
-12
2161
$292K ﹤0.01%
4,463
+218
2162
$291K ﹤0.01%
+1,389
2163
$291K ﹤0.01%
+6,580
2164
$291K ﹤0.01%
+6,679
2165
$291K ﹤0.01%
31,979
+20,779
2166
$291K ﹤0.01%
5,598
+779
2167
$291K ﹤0.01%
22,782
2168
$290K ﹤0.01%
44,773
+73
2169
$290K ﹤0.01%
+9,685
2170
$290K ﹤0.01%
15,305
+11
2171
$290K ﹤0.01%
+4,845
2172
$290K ﹤0.01%
5,614
-785
2173
$289K ﹤0.01%
28,617
+77
2174
$289K ﹤0.01%
+10,590
2175
$288K ﹤0.01%
2,976
+29
85 86
87
88 89