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
2826
$302K ﹤0.01%
+9,934
2827
$301K ﹤0.01%
10,213
-12,322
2828
$301K ﹤0.01%
+7,258
2829
$301K ﹤0.01%
14,302
-843
2830
$301K ﹤0.01%
1,452
+1
2831
$300K ﹤0.01%
7,318
+793
2832
$299K ﹤0.01%
13,248
+425
2833
$299K ﹤0.01%
5,008
-507
2834
$298K ﹤0.01%
12,180
-535
2835
$298K ﹤0.01%
3,451
-951
2836
$297K ﹤0.01%
27,737
+68
2837
$297K ﹤0.01%
10,592
+31
2838
$297K ﹤0.01%
+10,030
2839
$296K ﹤0.01%
20,727
-1,652
2840
$296K ﹤0.01%
8,582
+718
2841
$296K ﹤0.01%
31,328
+550
2842
$295K ﹤0.01%
10,676
+94
2843
$294K ﹤0.01%
2,748
+165
2844
$294K ﹤0.01%
12,856
+1,286
2845
$294K ﹤0.01%
+18,280
2846
$294K ﹤0.01%
6,492
-421
2847
$294K ﹤0.01%
11,521
+409
2848
$293K ﹤0.01%
2,733
+265
2849
$293K ﹤0.01%
1,971
-144
2850
$293K ﹤0.01%
+9,274
112 113
114
115 116