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
3126
$207K ﹤0.01%
2,401
-413
3127
$206K ﹤0.01%
5,411
-4,076
3128
$206K ﹤0.01%
+3,452
3129
$206K ﹤0.01%
15,382
-24,695
3130
$206K ﹤0.01%
+1,542
3131
$206K ﹤0.01%
15,398
-40,553
3132
$206K ﹤0.01%
28,548
-870
3133
$206K ﹤0.01%
6,170
-665
3134
$205K ﹤0.01%
+3,181
3135
$205K ﹤0.01%
23,448
+5,726
3136
$205K ﹤0.01%
+7,759
3137
$204K ﹤0.01%
55,493
+358
3138
$203K ﹤0.01%
11,468
-2,598
3139
$203K ﹤0.01%
+3,583
3140
$203K ﹤0.01%
11,128
+15
3141
$203K ﹤0.01%
+4,034
3142
$202K ﹤0.01%
+2,798
3143
$202K ﹤0.01%
2,035
+46
3144
$202K ﹤0.01%
+3,176
3145
$202K ﹤0.01%
+8,458
3146
$202K ﹤0.01%
+7,803
3147
$202K ﹤0.01%
5,796
-1,491
3148
$201K ﹤0.01%
10,044
-491
3149
$201K ﹤0.01%
+5,380
3150
$201K ﹤0.01%
2,511
-395
124 125
126
127 128