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
2601
$396K ﹤0.01%
+3,608
2602
$396K ﹤0.01%
53,368
+4,255
2603
$395K ﹤0.01%
6,002
-2,293
2604
$395K ﹤0.01%
13,660
-8,073
2605
$395K ﹤0.01%
903
+6
2606
$393K ﹤0.01%
21,688
-499
2607
$393K ﹤0.01%
10,216
-338
2608
$393K ﹤0.01%
1,503
-156
2609
$393K ﹤0.01%
41,869
+5,535
2610
$392K ﹤0.01%
5,977
+909
2611
$392K ﹤0.01%
20,815
-778
2612
$391K ﹤0.01%
4,895
-178
2613
$391K ﹤0.01%
5,797
-972
2614
$390K ﹤0.01%
9,738
-310
2615
$390K ﹤0.01%
1,978
+93
2616
$389K ﹤0.01%
+15,263
2617
$389K ﹤0.01%
2,993
-347
2618
$389K ﹤0.01%
9,412
-30,905
2619
$388K ﹤0.01%
10,490
+85
2620
$386K ﹤0.01%
1,212
-994
2621
$386K ﹤0.01%
37,216
+300
2622
$386K ﹤0.01%
9,986
+1,227
2623
$386K ﹤0.01%
48,350
+32,000
2624
$386K ﹤0.01%
49,246
-1,000
2625
$385K ﹤0.01%
5,991
+6
103 104
105
106 107