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
2551
$418K ﹤0.01%
32,035
-4,051
2552
$418K ﹤0.01%
36,092
-6,264
2553
$417K ﹤0.01%
36,011
+2,928
2554
$416K ﹤0.01%
1,729
+167
2555
$414K ﹤0.01%
18,710
+828
2556
$414K ﹤0.01%
5,326
-357
2557
$413K ﹤0.01%
+15,986
2558
$413K ﹤0.01%
+3,714
2559
$412K ﹤0.01%
44,877
+3,205
2560
$412K ﹤0.01%
13,158
-1,253
2561
$410K ﹤0.01%
15,169
-2,660
2562
$410K ﹤0.01%
6,162
+1,233
2563
$410K ﹤0.01%
3,951
+843
2564
$410K ﹤0.01%
10,633
+1,883
2565
$410K ﹤0.01%
2,322
+127
2566
$409K ﹤0.01%
14,675
+72
2567
$409K ﹤0.01%
13,860
+114
2568
$409K ﹤0.01%
29,148
+10,934
2569
$409K ﹤0.01%
13,282
+134
2570
$409K ﹤0.01%
935
+224
2571
$409K ﹤0.01%
2,604
2572
$409K ﹤0.01%
9,693
2573
$409K ﹤0.01%
5,212
-210
2574
$408K ﹤0.01%
18,559
-491
2575
$408K ﹤0.01%
8,955
-126
101 102
103
104 105