Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.24%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$682M 3.99%
5,140,895
-89,186
2
$662M 3.87%
1,927,329
+244,297
3
$422M 2.47%
7,021,747
+1,438,066
4
$343M 2.01%
1,093,371
-34,005
5
$298M 1.74%
1,831,280
-25,220
6
$277M 1.62%
1,421,280
+226,200
7
$259M 1.51%
690,039
+3,412
8
$223M 1.3%
1,002,434
-32,013
9
$208M 1.22%
2,359,964
+179,428
10
$195M 1.14%
3,326,592
+554,314
11
$184M 1.08%
1,120,036
+168,983
12
$184M 1.07%
491,503
-15,414
13
$161M 0.94%
1,942,613
+280,811
14
$157M 0.92%
1,110,744
+83,120
15
$133M 0.78%
2,087,700
+144,932
16
$130M 0.76%
1,920,723
-11,669
17
$128M 0.75%
2,705,695
-177,015
18
$111M 0.65%
894,761
+65,794
19
$109M 0.64%
432,159
+12,381
20
$104M 0.61%
449,937
-36,697
21
$101M 0.59%
428,367
+16,509
22
$99.7M 0.58%
843,612
+79,313
23
$91.9M 0.54%
2,621,271
+103,763
24
$90.8M 0.53%
509,090
-147,684
25
$87.6M 0.51%
686,281
+97,157
1
2 3 4 5