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
2651
$375K ﹤0.01%
4,492
+425
2652
$373K ﹤0.01%
8,006
+2,013
2653
$373K ﹤0.01%
3,837
+50
2654
$372K ﹤0.01%
2,158
+929
2655
$372K ﹤0.01%
27,369
-69,895
2656
$372K ﹤0.01%
22,264
-31,322
2657
$371K ﹤0.01%
33,823
-2,641
2658
$371K ﹤0.01%
+17,298
2659
$371K ﹤0.01%
+2,798
2660
$371K ﹤0.01%
21,268
-258
2661
$370K ﹤0.01%
42,940
+3,342
2662
$369K ﹤0.01%
7,346
+1,317
2663
$369K ﹤0.01%
11,769
-5,550
2664
$368K ﹤0.01%
11,202
2665
$368K ﹤0.01%
10,127
-61
2666
$368K ﹤0.01%
15,070
+6,485
2667
$368K ﹤0.01%
11,312
-560
2668
$367K ﹤0.01%
10,802
+1,050
2669
$366K ﹤0.01%
19,240
+312
2670
$366K ﹤0.01%
3,826
-408
2671
$366K ﹤0.01%
53,331
-1,048
2672
$365K ﹤0.01%
12,645
-1,283
2673
$365K ﹤0.01%
27,244
+4,914
2674
$364K ﹤0.01%
4,886
-89
2675
$364K ﹤0.01%
+20,927
105 106
107
108 109