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
3001
$238K ﹤0.01%
1,853
+82
3002
$238K ﹤0.01%
25,668
+15
3003
$238K ﹤0.01%
19,982
+908
3004
$238K ﹤0.01%
5,525
+16
3005
$238K ﹤0.01%
2,950
+347
3006
$237K ﹤0.01%
9,752
-124
3007
$236K ﹤0.01%
3,622
-586
3008
$236K ﹤0.01%
7,527
+678
3009
$236K ﹤0.01%
8,133
-68,732
3010
$236K ﹤0.01%
50,427
+765
3011
$236K ﹤0.01%
8,987
+336
3012
$235K ﹤0.01%
44,090
+3,454
3013
$235K ﹤0.01%
11,898
+162
3014
$235K ﹤0.01%
3,335
-4,922
3015
$235K ﹤0.01%
5,794
-801
3016
$234K ﹤0.01%
19,173
3017
$234K ﹤0.01%
+2,234
3018
$234K ﹤0.01%
3,496
-23
3019
$233K ﹤0.01%
+4,633
3020
$233K ﹤0.01%
3,470
-46,265
3021
$232K ﹤0.01%
+2,421
3022
$232K ﹤0.01%
9,657
+1,000
3023
$232K ﹤0.01%
+3,275
3024
$232K ﹤0.01%
6,981
+182
3025
$232K ﹤0.01%
+16,085
119 120
121
122 123