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
2676
$363K ﹤0.01%
32,494
-2,623
2677
$363K ﹤0.01%
304,919
+57,228
2678
$362K ﹤0.01%
32,309
2679
$362K ﹤0.01%
2,958
-1,411
2680
$362K ﹤0.01%
4,545
2681
$361K ﹤0.01%
17,119
2682
$361K ﹤0.01%
+1,523
2683
$360K ﹤0.01%
+12,917
2684
$360K ﹤0.01%
11,675
-3,474
2685
$360K ﹤0.01%
9,789
+985
2686
$360K ﹤0.01%
4,695
-239
2687
$360K ﹤0.01%
6,711
2688
$360K ﹤0.01%
9,074
-221
2689
$360K ﹤0.01%
11,512
-1,115
2690
$360K ﹤0.01%
7,817
+1,992
2691
$357K ﹤0.01%
11,381
+168
2692
$357K ﹤0.01%
7,476
+78
2693
$357K ﹤0.01%
5,357
-10
2694
$357K ﹤0.01%
17,976
+2,843
2695
$357K ﹤0.01%
6,195
-11,750
2696
$356K ﹤0.01%
2,508
-64
2697
$356K ﹤0.01%
3,663
+788
2698
$356K ﹤0.01%
2,879
-200
2699
$355K ﹤0.01%
4,446
+1,264
2700
$355K ﹤0.01%
927
-69
106 107
108
109 110