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
2726
$344K ﹤0.01%
19,155
+181
2727
$344K ﹤0.01%
+9,800
2728
$344K ﹤0.01%
+12,784
2729
$343K ﹤0.01%
6,592
+2,672
2730
$342K ﹤0.01%
8,414
+1,209
2731
$342K ﹤0.01%
63,892
+10,554
2732
$342K ﹤0.01%
3,620
-454
2733
$341K ﹤0.01%
8,659
+200
2734
$340K ﹤0.01%
14,489
-2,362
2735
$340K ﹤0.01%
30,288
+19,472
2736
$340K ﹤0.01%
4,036
-4,608
2737
$339K ﹤0.01%
16,333
+1,099
2738
$339K ﹤0.01%
5,422
-24
2739
$338K ﹤0.01%
10,333
+549
2740
$338K ﹤0.01%
72,593
-36,407
2741
$338K ﹤0.01%
2,103
-87
2742
$338K ﹤0.01%
92,650
-22,150
2743
$337K ﹤0.01%
1,249
+177
2744
$336K ﹤0.01%
25,987
2745
$336K ﹤0.01%
11,344
-980
2746
$335K ﹤0.01%
5,645
-206,629
2747
$335K ﹤0.01%
18,027
-9,835
2748
$335K ﹤0.01%
11,264
-5,898
2749
$335K ﹤0.01%
+21,720
2750
$335K ﹤0.01%
4,548
+5
108 109
110
111 112