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
2876
$281K ﹤0.01%
5,304
-132
2877
$281K ﹤0.01%
13,194
+3,036
2878
$280K ﹤0.01%
9,689
+706
2879
$280K ﹤0.01%
18,868
+1,132
2880
$279K ﹤0.01%
+1,666
2881
$279K ﹤0.01%
11,338
-88
2882
$279K ﹤0.01%
+3,254
2883
$279K ﹤0.01%
8,809
-320
2884
$278K ﹤0.01%
10,902
+636
2885
$278K ﹤0.01%
+13,987
2886
$278K ﹤0.01%
8,535
-754
2887
$276K ﹤0.01%
1,556
-34
2888
$276K ﹤0.01%
2,756
+501
2889
$276K ﹤0.01%
15,617
+4,946
2890
$275K ﹤0.01%
9,332
-523
2891
$275K ﹤0.01%
+11,264
2892
$275K ﹤0.01%
38,537
-21,433
2893
$274K ﹤0.01%
4,313
-1,207
2894
$274K ﹤0.01%
9,950
+106
2895
$273K ﹤0.01%
11,967
-11,366
2896
$272K ﹤0.01%
4,965
-210
2897
$272K ﹤0.01%
12,299
+7
2898
$272K ﹤0.01%
8,997
-314
2899
$271K ﹤0.01%
16,568
-18
2900
$271K ﹤0.01%
2,832
-370
114 115
116
117 118