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
2351
$234K ﹤0.01%
+7,362
2352
$234K ﹤0.01%
+5,925
2353
$234K ﹤0.01%
+11,374
2354
$233K ﹤0.01%
9,343
-5,905
2355
$233K ﹤0.01%
16,590
+1,440
2356
$233K ﹤0.01%
14,668
+2,500
2357
$233K ﹤0.01%
40,832
+799
2358
$233K ﹤0.01%
28,623
-1,521
2359
$232K ﹤0.01%
+7,041
2360
$232K ﹤0.01%
11,534
-407
2361
$232K ﹤0.01%
+6,950
2362
$231K ﹤0.01%
+7,392
2363
$231K ﹤0.01%
11,539
-3,232
2364
$231K ﹤0.01%
8,668
+1,739
2365
$231K ﹤0.01%
1,488
+1
2366
$231K ﹤0.01%
12,850
+98
2367
$229K ﹤0.01%
+8,167
2368
$228K ﹤0.01%
+7,810
2369
$228K ﹤0.01%
+8,125
2370
$228K ﹤0.01%
+1,161
2371
$228K ﹤0.01%
3,256
-218
2372
$227K ﹤0.01%
15,267
-309
2373
$227K ﹤0.01%
8,666
-4,240
2374
$227K ﹤0.01%
10,479
-481
2375
$227K ﹤0.01%
13,755
+12
93 94
95
96 97