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
2401
$219K ﹤0.01%
+1,420
2402
$219K ﹤0.01%
+1,249
2403
$219K ﹤0.01%
+4,599
2404
$219K ﹤0.01%
+1,796
2405
$219K ﹤0.01%
+8,400
2406
$219K ﹤0.01%
+3,765
2407
$218K ﹤0.01%
+4,157
2408
$217K ﹤0.01%
+2,311
2409
$217K ﹤0.01%
18,340
+525
2410
$217K ﹤0.01%
43,887
-8,137
2411
$217K ﹤0.01%
+3,140
2412
$217K ﹤0.01%
+8,204
2413
$216K ﹤0.01%
+9,944
2414
$216K ﹤0.01%
11,820
-693
2415
$216K ﹤0.01%
18,279
-3,819
2416
$215K ﹤0.01%
10,338
-2,186
2417
$215K ﹤0.01%
+2,084
2418
$215K ﹤0.01%
2,314
+42
2419
$215K ﹤0.01%
37,457
+174
2420
$214K ﹤0.01%
+10,272
2421
$214K ﹤0.01%
+870
2422
$214K ﹤0.01%
12,957
+1,957
2423
$214K ﹤0.01%
+3,057
2424
$213K ﹤0.01%
7,113
-1,098
2425
$213K ﹤0.01%
+2,569
95 96
97
98 99