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
2976
$248K ﹤0.01%
+2,546
2977
$247K ﹤0.01%
+19,227
2978
$247K ﹤0.01%
3,510
+440
2979
$247K ﹤0.01%
1,292
-93
2980
$246K ﹤0.01%
+4,217
2981
$246K ﹤0.01%
6,552
+1,483
2982
$245K ﹤0.01%
1,878
+25
2983
$245K ﹤0.01%
4,518
+272
2984
$244K ﹤0.01%
5,054
+328
2985
$244K ﹤0.01%
138,555
-7,151
2986
$243K ﹤0.01%
9,453
2987
$243K ﹤0.01%
2,739
-26
2988
$243K ﹤0.01%
27,240
-1,509
2989
$242K ﹤0.01%
11,470
+822
2990
$242K ﹤0.01%
16,214
2991
$242K ﹤0.01%
11,015
-142
2992
$242K ﹤0.01%
2,226
-1,054
2993
$241K ﹤0.01%
+8,512
2994
$240K ﹤0.01%
61,920
+8,002
2995
$240K ﹤0.01%
+5,460
2996
$239K ﹤0.01%
6,798
+74
2997
$239K ﹤0.01%
7,804
-1,209
2998
$239K ﹤0.01%
+9,434
2999
$238K ﹤0.01%
4,242
-310
3000
$238K ﹤0.01%
2,191
+33
118 119
120
121 122