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
2951
$254K ﹤0.01%
6,000
-542
2952
$254K ﹤0.01%
74,421
+474
2953
$254K ﹤0.01%
+4,965
2954
$254K ﹤0.01%
5,934
-1,672
2955
$254K ﹤0.01%
6,359
-5,589
2956
$253K ﹤0.01%
1,282
+36
2957
$253K ﹤0.01%
13,995
-1,053
2958
$253K ﹤0.01%
7,654
+82
2959
$253K ﹤0.01%
3,441
+28
2960
$252K ﹤0.01%
25,837
+794
2961
$252K ﹤0.01%
15,929
+1,753
2962
$252K ﹤0.01%
5,021
-3
2963
$252K ﹤0.01%
+5,829
2964
$251K ﹤0.01%
1,943
2965
$251K ﹤0.01%
1,018
+44
2966
$251K ﹤0.01%
6,219
+340
2967
$251K ﹤0.01%
7,834
+1,141
2968
$250K ﹤0.01%
6,626
+46
2969
$250K ﹤0.01%
11,579
2970
$250K ﹤0.01%
+5,947
2971
$249K ﹤0.01%
+9,359
2972
$249K ﹤0.01%
5,571
-564
2973
$248K ﹤0.01%
8,364
+17
2974
$248K ﹤0.01%
7,517
+150
2975
$248K ﹤0.01%
6,133
+151
117 118
119
120 121