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 4.25%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$263K ﹤0.01%
356
-25
2252
$262K ﹤0.01%
+6,134
2253
$262K ﹤0.01%
15,683
+6,230
2254
$262K ﹤0.01%
+3,313
2255
$262K ﹤0.01%
17,522
+6,027
2256
$261K ﹤0.01%
10,086
+1,952
2257
$261K ﹤0.01%
2,778
-79
2258
$261K ﹤0.01%
5,227
-4,790
2259
$261K ﹤0.01%
+3,217
2260
$260K ﹤0.01%
11,108
-449
2261
$260K ﹤0.01%
15,930
+4,280
2262
$260K ﹤0.01%
11,110
-14,400
2263
$259K ﹤0.01%
+9,858
2264
$259K ﹤0.01%
25,634
-1,373
2265
$258K ﹤0.01%
13,087
+154
2266
$258K ﹤0.01%
11,378
-2,237
2267
$257K ﹤0.01%
7,188
+347
2268
$257K ﹤0.01%
+4,255
2269
$256K ﹤0.01%
8,127
-501
2270
$256K ﹤0.01%
7,200
2271
$256K ﹤0.01%
4,300
-1,133
2272
$255K ﹤0.01%
+6,694
2273
$254K ﹤0.01%
2,703
-89
2274
$254K ﹤0.01%
15,000
+400
2275
$253K ﹤0.01%
3,067
+1,008
89 90
91
92 93