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
2526
$429K ﹤0.01%
8,114
-1,731
2527
$429K ﹤0.01%
46,081
+41
2528
$428K ﹤0.01%
7,123
-422
2529
$428K ﹤0.01%
6,403
-3,782
2530
$428K ﹤0.01%
11,290
+515
2531
$428K ﹤0.01%
30,127
+2,604
2532
$427K ﹤0.01%
124,794
-1,716
2533
$427K ﹤0.01%
9,014
-1,000
2534
$427K ﹤0.01%
4,210
-151
2535
$426K ﹤0.01%
18,560
-48
2536
$426K ﹤0.01%
9,379
-221
2537
$426K ﹤0.01%
5,751
+142
2538
$425K ﹤0.01%
9,670
-844
2539
$424K ﹤0.01%
2,968
-47
2540
$424K ﹤0.01%
21,729
+505
2541
$423K ﹤0.01%
1,937
+138
2542
$422K ﹤0.01%
33,116
-6,817
2543
$422K ﹤0.01%
8,855
-888
2544
$421K ﹤0.01%
5,119
+713
2545
$421K ﹤0.01%
7,704
+149
2546
$420K ﹤0.01%
134,666
+11,714
2547
$420K ﹤0.01%
7,082
+898
2548
$419K ﹤0.01%
8,855
-4,029
2549
$419K ﹤0.01%
8,668
+1,559
2550
$419K ﹤0.01%
8,927
-2,698
100 101
102
103 104