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
2501
$441K ﹤0.01%
21,264
+463
2502
$440K ﹤0.01%
1,890
-1,084
2503
$440K ﹤0.01%
6,529
+35
2504
$438K ﹤0.01%
4,702
-9
2505
$438K ﹤0.01%
57,370
-14,569
2506
$437K ﹤0.01%
1,939
+136
2507
$437K ﹤0.01%
11,602
-4,129
2508
$436K ﹤0.01%
22,423
+953
2509
$436K ﹤0.01%
61,263
-489
2510
$436K ﹤0.01%
1,480
+66
2511
$435K ﹤0.01%
66,264
+754
2512
$435K ﹤0.01%
26,285
+33
2513
$435K ﹤0.01%
24,022
2514
$434K ﹤0.01%
107,041
+42,188
2515
$434K ﹤0.01%
26,631
-3,398
2516
$433K ﹤0.01%
7,445
-88
2517
$433K ﹤0.01%
14,247
-4,080
2518
$433K ﹤0.01%
17,026
-2,433
2519
$432K ﹤0.01%
4,349
-95
2520
$432K ﹤0.01%
78,739
-1,567
2521
$432K ﹤0.01%
72,016
+31,382
2522
$431K ﹤0.01%
4,757
+184
2523
$430K ﹤0.01%
+21,295
2524
$430K ﹤0.01%
11,070
+1,262
2525
$430K ﹤0.01%
+16,128
99 100
101
102 103