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
3026
$232K ﹤0.01%
3,831
-3,839
3027
$231K ﹤0.01%
11,377
-2,152
3028
$231K ﹤0.01%
+6,381
3029
$231K ﹤0.01%
4,522
-2,728
3030
$230K ﹤0.01%
21,382
-76
3031
$230K ﹤0.01%
+1,679
3032
$230K ﹤0.01%
6,427
-1,254
3033
$230K ﹤0.01%
169,381
+119,700
3034
$230K ﹤0.01%
6,273
-554
3035
$230K ﹤0.01%
+35,150
3036
$230K ﹤0.01%
1,514
-1,556
3037
$229K ﹤0.01%
4,326
-147
3038
$229K ﹤0.01%
2,316
+381
3039
$228K ﹤0.01%
10,852
-12,441
3040
$228K ﹤0.01%
7,884
-1,268
3041
$228K ﹤0.01%
+11,151
3042
$227K ﹤0.01%
2,450
-793
3043
$227K ﹤0.01%
14,656
-7,711
3044
$226K ﹤0.01%
4,904
3045
$226K ﹤0.01%
+4,981
3046
$226K ﹤0.01%
9,396
-196
3047
$225K ﹤0.01%
+8,819
3048
$225K ﹤0.01%
+12,359
3049
$225K ﹤0.01%
9,828
+41
3050
$224K ﹤0.01%
+4,747
120 121
122
123 124