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
2301
$246K ﹤0.01%
1,534
-1,109
2302
$245K ﹤0.01%
2,109
-215
2303
$245K ﹤0.01%
11,217
+382
2304
$245K ﹤0.01%
895
+41
2305
$245K ﹤0.01%
+4,555
2306
$244K ﹤0.01%
+5,219
2307
$244K ﹤0.01%
3,695
-296
2308
$244K ﹤0.01%
18,663
-1,111
2309
$244K ﹤0.01%
+667
2310
$244K ﹤0.01%
+7,301
2311
$243K ﹤0.01%
54,529
+608
2312
$242K ﹤0.01%
9,772
-1,829
2313
$242K ﹤0.01%
8,699
-765
2314
$242K ﹤0.01%
7,798
-8,661
2315
$242K ﹤0.01%
46,333
-1,351
2316
$242K ﹤0.01%
+5,574
2317
$242K ﹤0.01%
9,107
+14
2318
$242K ﹤0.01%
+1,137
2319
$241K ﹤0.01%
7,853
-509
2320
$241K ﹤0.01%
+1,861
2321
$241K ﹤0.01%
+11,750
2322
$240K ﹤0.01%
+6,231
2323
$240K ﹤0.01%
20,580
+7,793
2324
$240K ﹤0.01%
2,669
-190
2325
$239K ﹤0.01%
+5,326
91 92
93
94 95