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
2926
$263K ﹤0.01%
+10,899
2927
$262K ﹤0.01%
17,349
+3,120
2928
$262K ﹤0.01%
2,099
+4
2929
$262K ﹤0.01%
13,071
-3,290
2930
$262K ﹤0.01%
+14,698
2931
$261K ﹤0.01%
20,145
+256
2932
$260K ﹤0.01%
2,358
-175
2933
$260K ﹤0.01%
+9,102
2934
$260K ﹤0.01%
9,609
-2,919
2935
$260K ﹤0.01%
2,548
-290
2936
$260K ﹤0.01%
5,870
-169
2937
$259K ﹤0.01%
2,885
-52
2938
$258K ﹤0.01%
+11,085
2939
$258K ﹤0.01%
14,807
-305
2940
$258K ﹤0.01%
+8,229
2941
$257K ﹤0.01%
21,494
+802
2942
$257K ﹤0.01%
4,171
+2
2943
$257K ﹤0.01%
+5,650
2944
$256K ﹤0.01%
+10,435
2945
$256K ﹤0.01%
13,095
-554
2946
$256K ﹤0.01%
1,444
2947
$256K ﹤0.01%
4,808
+53
2948
$255K ﹤0.01%
+962
2949
$255K ﹤0.01%
2,468
-312
2950
$254K ﹤0.01%
20,210
+1,000
116 117
118
119 120