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
2326
$238K ﹤0.01%
+3,047
2327
$238K ﹤0.01%
4,396
-2,558
2328
$238K ﹤0.01%
54,191
-3,157
2329
$238K ﹤0.01%
+3,204
2330
$238K ﹤0.01%
10,483
-1,126
2331
$238K ﹤0.01%
5,829
-9,939
2332
$238K ﹤0.01%
16,283
+1,100
2333
$238K ﹤0.01%
+7,358
2334
$237K ﹤0.01%
+3,444
2335
$237K ﹤0.01%
27,925
-9,342
2336
$237K ﹤0.01%
+3,837
2337
$237K ﹤0.01%
+8,967
2338
$236K ﹤0.01%
3,813
-858
2339
$236K ﹤0.01%
+4,141
2340
$236K ﹤0.01%
+6,840
2341
$236K ﹤0.01%
7,599
-1,816
2342
$236K ﹤0.01%
+5,432
2343
$235K ﹤0.01%
+4,537
2344
$235K ﹤0.01%
18,476
-26,722
2345
$235K ﹤0.01%
+13,852
2346
$235K ﹤0.01%
2,979
-240
2347
$235K ﹤0.01%
+5,544
2348
$235K ﹤0.01%
+5,522
2349
$234K ﹤0.01%
19,800
-10,200
2350
$234K ﹤0.01%
+803
92 93
94
95 96