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
2851
$292K ﹤0.01%
3,537
-1,919
2852
$292K ﹤0.01%
+20,169
2853
$291K ﹤0.01%
6,174
-400
2854
$291K ﹤0.01%
158
-1
2855
$291K ﹤0.01%
14,480
-118
2856
$290K ﹤0.01%
1,949
+305
2857
$289K ﹤0.01%
3,664
+126
2858
$288K ﹤0.01%
15,571
+476
2859
$288K ﹤0.01%
34,768
-30
2860
$287K ﹤0.01%
11,806
-1,157
2861
$287K ﹤0.01%
3,625
-15
2862
$287K ﹤0.01%
3,706
+24
2863
$287K ﹤0.01%
28,797
2864
$286K ﹤0.01%
2,831
+416
2865
$286K ﹤0.01%
10,422
-8,145
2866
$286K ﹤0.01%
3,725
-2
2867
$286K ﹤0.01%
856
-952
2868
$285K ﹤0.01%
5,947
-7,658
2869
$284K ﹤0.01%
29,692
+23
2870
$284K ﹤0.01%
3,210
+903
2871
$284K ﹤0.01%
41,467
2872
$283K ﹤0.01%
3,560
+515
2873
$283K ﹤0.01%
4,336
+5
2874
$282K ﹤0.01%
6,871
+112
2875
$281K ﹤0.01%
13,816
+901
113 114
115
116 117