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
2426
$213K ﹤0.01%
16,752
+606
2427
$213K ﹤0.01%
22,021
-2,331
2428
$213K ﹤0.01%
+10,920
2429
$213K ﹤0.01%
14,407
+19
2430
$212K ﹤0.01%
+3,447
2431
$212K ﹤0.01%
+2,105
2432
$212K ﹤0.01%
13,986
2433
$212K ﹤0.01%
6,949
2434
$212K ﹤0.01%
12,212
-1,700
2435
$211K ﹤0.01%
12,400
-7,689
2436
$211K ﹤0.01%
+1,612
2437
$211K ﹤0.01%
+3,995
2438
$211K ﹤0.01%
+5,597
2439
$211K ﹤0.01%
1,333
-530
2440
$210K ﹤0.01%
+5,926
2441
$210K ﹤0.01%
+3,543
2442
$209K ﹤0.01%
8,631
-2,606
2443
$208K ﹤0.01%
10,923
+673
2444
$208K ﹤0.01%
+2,697
2445
$208K ﹤0.01%
+1,172
2446
$208K ﹤0.01%
+4,232
2447
$208K ﹤0.01%
5,326
-8,934
2448
$207K ﹤0.01%
+7,011
2449
$207K ﹤0.01%
+3,088
2450
$207K ﹤0.01%
+2,038
96 97
98
99 100