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
3151
$201K ﹤0.01%
21,875
+2,015
3152
$200K ﹤0.01%
13,965
-3,450
3153
$200K ﹤0.01%
+4,411
3154
$199K ﹤0.01%
24,340
+35
3155
$199K ﹤0.01%
+14,859
3156
$198K ﹤0.01%
13,545
-1,561
3157
$198K ﹤0.01%
11,554
-526
3158
$198K ﹤0.01%
+10,138
3159
$197K ﹤0.01%
31,578
+172
3160
$197K ﹤0.01%
34,643
-102
3161
$196K ﹤0.01%
24,688
-411
3162
$196K ﹤0.01%
21,828
+234
3163
$196K ﹤0.01%
14,145
-347
3164
$194K ﹤0.01%
+13,784
3165
$194K ﹤0.01%
+23,609
3166
$193K ﹤0.01%
18,290
+776
3167
$192K ﹤0.01%
12,754
+87
3168
$191K ﹤0.01%
+11,717
3169
$189K ﹤0.01%
24,664
-5,834
3170
$188K ﹤0.01%
+13,627
3171
$187K ﹤0.01%
11,031
+549
3172
$187K ﹤0.01%
24,700
+9,558
3173
$185K ﹤0.01%
11,700
-67
3174
$185K ﹤0.01%
26,472
+397
3175
$184K ﹤0.01%
17,288
+576
125 126
127
128 129