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
3201
$154K ﹤0.01%
27,333
+789
3202
$154K ﹤0.01%
103,561
-1,039
3203
$153K ﹤0.01%
+11,921
3204
$151K ﹤0.01%
66,688
-27,767
3205
$151K ﹤0.01%
18,120
-4,370
3206
$150K ﹤0.01%
55,567
+11,999
3207
$150K ﹤0.01%
10,827
-248
3208
$148K ﹤0.01%
13,270
+2,600
3209
$147K ﹤0.01%
15,288
+86
3210
$146K ﹤0.01%
12,908
-4,545
3211
$145K ﹤0.01%
12,069
+1,122
3212
$144K ﹤0.01%
10,347
3213
$143K ﹤0.01%
24,886
+748
3214
$143K ﹤0.01%
+12,707
3215
$142K ﹤0.01%
31,521
3216
$141K ﹤0.01%
+11,208
3217
$140K ﹤0.01%
13,714
+104
3218
$140K ﹤0.01%
147,835
+71,035
3219
$140K ﹤0.01%
14,258
-4,905
3220
$139K ﹤0.01%
12,399
+1,389
3221
$132K ﹤0.01%
399,660
+276,600
3222
$132K ﹤0.01%
16,782
-87
3223
$131K ﹤0.01%
25,000
-200
3224
$131K ﹤0.01%
11,667
+478
3225
$130K ﹤0.01%
17,158
+421
127 128
129
130 131