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
3176
$183K ﹤0.01%
16,623
+964
3177
$182K ﹤0.01%
30,931
-1,971
3178
$182K ﹤0.01%
20,597
-3,341
3179
$182K ﹤0.01%
25,793
-1,082
3180
$181K ﹤0.01%
19,768
+267
3181
$180K ﹤0.01%
14,900
3182
$179K ﹤0.01%
13,196
-605
3183
$179K ﹤0.01%
19,097
+3,664
3184
$179K ﹤0.01%
93,284
+7,100
3185
$178K ﹤0.01%
+12,965
3186
$174K ﹤0.01%
18,700
+309
3187
$174K ﹤0.01%
11,782
+1,051
3188
$173K ﹤0.01%
13,939
+3,396
3189
$172K ﹤0.01%
8,812
+620
3190
$169K ﹤0.01%
68,811
-32,117
3191
$167K ﹤0.01%
19,187
+171
3192
$166K ﹤0.01%
6,054
+811
3193
$163K ﹤0.01%
147,750
+51,200
3194
$161K ﹤0.01%
21,311
-3,639
3195
$159K ﹤0.01%
33,945
-27,716
3196
$158K ﹤0.01%
20,830
-220
3197
$156K ﹤0.01%
17,568
-12,280
3198
$156K ﹤0.01%
16,591
-1,028
3199
$156K ﹤0.01%
24,810
-3,956
3200
$155K ﹤0.01%
26,508
-1,885
126 127
128
129 130