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
2751
$334K ﹤0.01%
2,701
-1,864
2752
$334K ﹤0.01%
4,579
-482
2753
$334K ﹤0.01%
47,000
-36,708
2754
$334K ﹤0.01%
3,055
-1,030
2755
$333K ﹤0.01%
9,027
+2,706
2756
$332K ﹤0.01%
11,722
+1,212
2757
$331K ﹤0.01%
4,726
+1,081
2758
$331K ﹤0.01%
+7,767
2759
$330K ﹤0.01%
26,482
-810
2760
$330K ﹤0.01%
8,783
-284
2761
$329K ﹤0.01%
17,384
+1,120
2762
$328K ﹤0.01%
10,327
-63
2763
$328K ﹤0.01%
+31,755
2764
$327K ﹤0.01%
+8,067
2765
$326K ﹤0.01%
5,221
2766
$326K ﹤0.01%
+9,333
2767
$325K ﹤0.01%
1,678
+141
2768
$325K ﹤0.01%
7,119
-16,165
2769
$324K ﹤0.01%
2,129
-879
2770
$324K ﹤0.01%
19,098
-6,429
2771
$324K ﹤0.01%
2,634
+40
2772
$324K ﹤0.01%
33,212
-572
2773
$323K ﹤0.01%
4,121
+1,392
2774
$323K ﹤0.01%
+5,104
2775
$322K ﹤0.01%
13,876
109 110
111
112 113