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
2201
$278K ﹤0.01%
11,779
+7
2202
$278K ﹤0.01%
+46,032
2203
$278K ﹤0.01%
1,497
-200
2204
$277K ﹤0.01%
+3,966
2205
$277K ﹤0.01%
+3,830
2206
$277K ﹤0.01%
+8,766
2207
$277K ﹤0.01%
+7,050
2208
$277K ﹤0.01%
23,863
-548
2209
$276K ﹤0.01%
+6,363
2210
$276K ﹤0.01%
+1,242
2211
$276K ﹤0.01%
9,788
-72
2212
$276K ﹤0.01%
11,478
-800
2213
$276K ﹤0.01%
4,022
-153
2214
$276K ﹤0.01%
+11,587
2215
$275K ﹤0.01%
44,603
-3,357
2216
$274K ﹤0.01%
7,132
-5,317
2217
$274K ﹤0.01%
5,960
-1,530
2218
$274K ﹤0.01%
10,727
+1
2219
$274K ﹤0.01%
6,673
-50
2220
$274K ﹤0.01%
9,518
+238
2221
$274K ﹤0.01%
5,097
+4
2222
$274K ﹤0.01%
39,082
-1,810
2223
$273K ﹤0.01%
28,953
-474
2224
$273K ﹤0.01%
63,246
2225
$272K ﹤0.01%
3,909
-8
87 88
89
90 91