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
2626
$385K ﹤0.01%
1,637
+422
2627
$385K ﹤0.01%
453,000
2628
$385K ﹤0.01%
16,570
-4,535
2629
$384K ﹤0.01%
47,442
-250
2630
$383K ﹤0.01%
+6,953
2631
$383K ﹤0.01%
1,191
+432
2632
$383K ﹤0.01%
9,929
-2,624
2633
$383K ﹤0.01%
3,359
2634
$383K ﹤0.01%
8,742
+1,026
2635
$382K ﹤0.01%
17,567
-67
2636
$382K ﹤0.01%
2,273
-118
2637
$381K ﹤0.01%
123,064
+64,481
2638
$381K ﹤0.01%
7,159
+1,456
2639
$381K ﹤0.01%
5,667
-1,940
2640
$380K ﹤0.01%
8,412
+1,441
2641
$380K ﹤0.01%
10,604
+3,348
2642
$380K ﹤0.01%
+6,152
2643
$379K ﹤0.01%
101,562
+3,719
2644
$379K ﹤0.01%
8,634
+2,988
2645
$379K ﹤0.01%
12,907
-17,758
2646
$379K ﹤0.01%
10,825
-938
2647
$378K ﹤0.01%
5,945
-1,044
2648
$377K ﹤0.01%
27,959
-21,125
2649
$376K ﹤0.01%
178,267
-1,000
2650
$376K ﹤0.01%
6,632
-3,115
104 105
106
107 108