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
201
$17.1M 0.1%
328,560
+3,625
202
$17.1M 0.1%
40,747
-6,099
203
$16.9M 0.1%
51,483
+38,003
204
$16.9M 0.1%
333,713
-22,592
205
$16.8M 0.1%
332,312
+93,239
206
$16.4M 0.1%
73,620
-203
207
$16.2M 0.09%
128,040
-39
208
$16M 0.09%
116,354
-113,599
209
$16M 0.09%
317,939
-36,376
210
$15.9M 0.09%
317,040
+3,920
211
$15.8M 0.09%
252,190
-113,325
212
$15.7M 0.09%
54,863
+14,638
213
$15.6M 0.09%
134,796
+63,453
214
$15.5M 0.09%
475,150
-8,984
215
$15.5M 0.09%
597,337
+348,895
216
$15.5M 0.09%
168,979
-27,504
217
$15.2M 0.09%
114,211
+21,917
218
$15.2M 0.09%
294,089
-25,006
219
$15.1M 0.09%
219,487
+42,500
220
$15.1M 0.09%
210,777
-21,458
221
$14.8M 0.09%
156,467
-4,679
222
$14.8M 0.09%
125,353
-2,388
223
$14.6M 0.09%
168,422
+11,915
224
$14.5M 0.09%
215,670
-57,433
225
$14.4M 0.08%
198,602
+112,100
7 8
9
10 11