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
2901
$271K ﹤0.01%
2,110
+188
2902
$270K ﹤0.01%
+4,983
2903
$270K ﹤0.01%
19,312
+7,240
2904
$269K ﹤0.01%
+1,473
2905
$269K ﹤0.01%
8,843
+75
2906
$269K ﹤0.01%
32,618
+10,704
2907
$269K ﹤0.01%
3,138
-770
2908
$268K ﹤0.01%
5,095
-6,465
2909
$268K ﹤0.01%
20,827
-1,670
2910
$268K ﹤0.01%
41,180
2911
$267K ﹤0.01%
14,656
-105
2912
$267K ﹤0.01%
5,773
2913
$266K ﹤0.01%
3,982
-224
2914
$266K ﹤0.01%
15,928
+1,927
2915
$266K ﹤0.01%
2,578
-393
2916
$265K ﹤0.01%
+5,223
2917
$265K ﹤0.01%
2,838
2918
$265K ﹤0.01%
4,024
-6,809
2919
$265K ﹤0.01%
3,496
+79
2920
$264K ﹤0.01%
10,764
-3,957
2921
$264K ﹤0.01%
61,728
+11,224
2922
$264K ﹤0.01%
+1,297
2923
$264K ﹤0.01%
7,612
-42
2924
$263K ﹤0.01%
9,167
-569
2925
$263K ﹤0.01%
7,781
+542
115 116
117
118 119