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
3076
$218K ﹤0.01%
+10,794
3077
$218K ﹤0.01%
3,150
-19
3078
$218K ﹤0.01%
19,171
+41
3079
$218K ﹤0.01%
+7,114
3080
$218K ﹤0.01%
+7,484
3081
$217K ﹤0.01%
22,813
-234
3082
$216K ﹤0.01%
10,324
-2,657
3083
$216K ﹤0.01%
+15,000
3084
$215K ﹤0.01%
2,302
-267
3085
$215K ﹤0.01%
+9,211
3086
$215K ﹤0.01%
+12,808
3087
$215K ﹤0.01%
+2,745
3088
$215K ﹤0.01%
7,723
-300
3089
$215K ﹤0.01%
20,724
+187
3090
$215K ﹤0.01%
+12,182
3091
$214K ﹤0.01%
+5,107
3092
$214K ﹤0.01%
19,708
+997
3093
$214K ﹤0.01%
+10,397
3094
$214K ﹤0.01%
+9,201
3095
$214K ﹤0.01%
13,357
3096
$213K ﹤0.01%
5,645
+59
3097
$213K ﹤0.01%
+6,787
3098
$213K ﹤0.01%
+6,819
3099
$213K ﹤0.01%
+9,870
3100
$212K ﹤0.01%
7,996
+69
122 123
124
125 126