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
$29.4B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,554
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$48.6M
3
+$32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
BND icon
Vanguard Total Bond Market
BND
+$25.8M

Top Sells

1
+$28.2M
2
+$26.4M
3
+$20.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$20.1M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$18.2M

Sector Composition

1 Technology 11.67%
2 Financials 4.81%
3 Consumer Discretionary 3.88%
4 Healthcare 3.32%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$460K ﹤0.01%
20,008
+2,254
2477
$459K ﹤0.01%
1,810
+340
2478
$458K ﹤0.01%
7,459
+104
2479
$458K ﹤0.01%
4,899
+786
2480
$458K ﹤0.01%
18,222
+441
2481
$457K ﹤0.01%
23,320
-346
2482
$457K ﹤0.01%
11,388
-12,285
2483
$457K ﹤0.01%
+17,659
2484
$456K ﹤0.01%
1,992
-7
2485
$456K ﹤0.01%
3,499
+200
2486
$453K ﹤0.01%
305,868
+122,355
2487
$453K ﹤0.01%
11,119
+2,620
2488
$452K ﹤0.01%
19,253
+4,965
2489
$451K ﹤0.01%
16,276
+853
2490
$451K ﹤0.01%
+6,107
2491
$450K ﹤0.01%
32,463
+21,386
2492
$448K ﹤0.01%
+1,895
2493
$448K ﹤0.01%
28,340
2494
$448K ﹤0.01%
16,212
+1,617
2495
$447K ﹤0.01%
12,735
-129,986
2496
$445K ﹤0.01%
20,626
-117
2497
$445K ﹤0.01%
22,834
+51
2498
$445K ﹤0.01%
9,447
-883
2499
$444K ﹤0.01%
19,666
+9,011
2500
$443K ﹤0.01%
9,093
+2,198
98 99
100
101 102