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
2576
$407K ﹤0.01%
22,510
-11,698
2577
$406K ﹤0.01%
4,845
+1,508
2578
$406K ﹤0.01%
3,004
+36
2579
$405K ﹤0.01%
4,108
-164
2580
$404K ﹤0.01%
+31,430
2581
$404K ﹤0.01%
11,133
+1,509
2582
$403K ﹤0.01%
23,764
-12,487
2583
$403K ﹤0.01%
6,610
-284
2584
$403K ﹤0.01%
18,115
+3,164
2585
$403K ﹤0.01%
528,050
+11,456
2586
$403K ﹤0.01%
5,420
-114
2587
$402K ﹤0.01%
2,613
+643
2588
$401K ﹤0.01%
21,089
-1,452
2589
$401K ﹤0.01%
8,786
+277
2590
$400K ﹤0.01%
20,633
+9,794
2591
$400K ﹤0.01%
4,378
+1,148
2592
$399K ﹤0.01%
14,743
+1,858
2593
$399K ﹤0.01%
7,936
+212
2594
$399K ﹤0.01%
26,520
-137
2595
$398K ﹤0.01%
7,877
-837
2596
$398K ﹤0.01%
13,280
-78,284
2597
$398K ﹤0.01%
20,936
-2,023
2598
$398K ﹤0.01%
+15,393
2599
$397K ﹤0.01%
13,625
+621
2600
$396K ﹤0.01%
8,860
-7
102 103
104
105 106