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
3051
$224K ﹤0.01%
6,827
-2,233
3052
$224K ﹤0.01%
+13,356
3053
$223K ﹤0.01%
+5,410
3054
$223K ﹤0.01%
40,759
-2,886
3055
$223K ﹤0.01%
13,386
+618
3056
$223K ﹤0.01%
+6,335
3057
$223K ﹤0.01%
18,785
-1,903
3058
$223K ﹤0.01%
6,937
+215
3059
$223K ﹤0.01%
+9,898
3060
$222K ﹤0.01%
3,011
-303
3061
$222K ﹤0.01%
2,617
-61
3062
$222K ﹤0.01%
+3,583
3063
$222K ﹤0.01%
13,199
-1,464
3064
$222K ﹤0.01%
+9,103
3065
$222K ﹤0.01%
6,300
3066
$222K ﹤0.01%
+5,730
3067
$221K ﹤0.01%
24,120
+567
3068
$221K ﹤0.01%
+3,455
3069
$220K ﹤0.01%
10,198
+517
3070
$220K ﹤0.01%
+3,447
3071
$220K ﹤0.01%
33,522
+798
3072
$220K ﹤0.01%
+7,623
3073
$220K ﹤0.01%
17,305
+2,439
3074
$220K ﹤0.01%
45,276
-3,100
3075
$219K ﹤0.01%
9,670
-1,269
121 122
123
124 125