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
2701
$355K ﹤0.01%
19,126
+1,905
2702
$355K ﹤0.01%
6,824
+282
2703
$353K ﹤0.01%
4,938
-750
2704
$353K ﹤0.01%
27,148
+104
2705
$352K ﹤0.01%
16,156
+6,012
2706
$352K ﹤0.01%
+7,832
2707
$351K ﹤0.01%
12,615
-93
2708
$351K ﹤0.01%
+8,322
2709
$351K ﹤0.01%
10,344
2710
$350K ﹤0.01%
2,006
-94
2711
$350K ﹤0.01%
7,117
+300
2712
$350K ﹤0.01%
23,671
-1,914
2713
$349K ﹤0.01%
30,967
-244
2714
$349K ﹤0.01%
27,615
+149
2715
$349K ﹤0.01%
29,051
+679
2716
$348K ﹤0.01%
28,904
-1,898
2717
$348K ﹤0.01%
4,611
-730
2718
$348K ﹤0.01%
44,975
+532
2719
$348K ﹤0.01%
+15,029
2720
$347K ﹤0.01%
3,623
+187
2721
$347K ﹤0.01%
6,164
-31
2722
$347K ﹤0.01%
1,655
+16
2723
$346K ﹤0.01%
13,596
+79
2724
$346K ﹤0.01%
4,300
-400
2725
$345K ﹤0.01%
24,577
+421
107 108
109
110 111