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
2801
$313K ﹤0.01%
67,709
+26,920
2802
$313K ﹤0.01%
14,753
+4,406
2803
$313K ﹤0.01%
+15,017
2804
$313K ﹤0.01%
32,168
+12,814
2805
$312K ﹤0.01%
17,726
-1,239
2806
$311K ﹤0.01%
26,827
+5,736
2807
$311K ﹤0.01%
23,528
-1,784
2808
$310K ﹤0.01%
78,693
+31,150
2809
$310K ﹤0.01%
70,960
-184,780
2810
$309K ﹤0.01%
6,144
+1,272
2811
$309K ﹤0.01%
24,839
-79
2812
$309K ﹤0.01%
6,632
-31
2813
$308K ﹤0.01%
6,824
-83
2814
$308K ﹤0.01%
+4,961
2815
$308K ﹤0.01%
8,840
-10,988
2816
$306K ﹤0.01%
9,368
+240
2817
$306K ﹤0.01%
5,995
-611
2818
$305K ﹤0.01%
1,156
+262
2819
$305K ﹤0.01%
8,470
+537
2820
$305K ﹤0.01%
29,188
+681
2821
$304K ﹤0.01%
2,945
+176
2822
$303K ﹤0.01%
1,429
-900
2823
$303K ﹤0.01%
3,570
+153
2824
$302K ﹤0.01%
7,976
-149
2825
$302K ﹤0.01%
+1,926
111 112
113
114 115