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
2376
$226K ﹤0.01%
14,952
-1,021
2377
$226K ﹤0.01%
6,090
-3,704
2378
$226K ﹤0.01%
7,806
-609
2379
$226K ﹤0.01%
10,303
-4,507
2380
$226K ﹤0.01%
14,894
-6,870
2381
$225K ﹤0.01%
+6,192
2382
$225K ﹤0.01%
50,503
-4,947
2383
$225K ﹤0.01%
+3,194
2384
$225K ﹤0.01%
14,565
+685
2385
$224K ﹤0.01%
12,383
+800
2386
$224K ﹤0.01%
+4,906
2387
$224K ﹤0.01%
5,362
+257
2388
$223K ﹤0.01%
+8,752
2389
$223K ﹤0.01%
12,247
-731
2390
$222K ﹤0.01%
+6,126
2391
$222K ﹤0.01%
8,200
2392
$221K ﹤0.01%
+5,935
2393
$221K ﹤0.01%
+6,682
2394
$220K ﹤0.01%
7,987
-1,085
2395
$220K ﹤0.01%
7,973
-2,432
2396
$220K ﹤0.01%
+193
2397
$220K ﹤0.01%
+11,865
2398
$220K ﹤0.01%
+6,264
2399
$220K ﹤0.01%
4,320
2400
$219K ﹤0.01%
3,382
+1,654
94 95
96
97 98