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
2776
$320K ﹤0.01%
6,442
2777
$320K ﹤0.01%
25,734
+91
2778
$319K ﹤0.01%
3,223
+4
2779
$319K ﹤0.01%
178,936
+89,350
2780
$319K ﹤0.01%
10,046
+1,050
2781
$319K ﹤0.01%
63,459
+7,966
2782
$319K ﹤0.01%
55,706
+42,735
2783
$319K ﹤0.01%
22,392
-31,600
2784
$318K ﹤0.01%
9,034
+1,119
2785
$318K ﹤0.01%
33,104
+14,517
2786
$318K ﹤0.01%
+49,758
2787
$318K ﹤0.01%
2,958
-198
2788
$317K ﹤0.01%
7,509
-60
2789
$317K ﹤0.01%
7,932
+127
2790
$316K ﹤0.01%
15,296
-4,666
2791
$316K ﹤0.01%
37,370
+24,730
2792
$316K ﹤0.01%
6,569
-1,332
2793
$315K ﹤0.01%
+5,978
2794
$315K ﹤0.01%
114,720
+2,590
2795
$315K ﹤0.01%
43,911
+4,250
2796
$315K ﹤0.01%
12,675
-345
2797
$315K ﹤0.01%
+10,719
2798
$315K ﹤0.01%
27,247
+3,973
2799
$314K ﹤0.01%
1,382
2800
$314K ﹤0.01%
9,451
-3,872
110 111
112
113 114