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
3226
$129K ﹤0.01%
41,104
+104
3227
$129K ﹤0.01%
57,176
+5,154
3228
$129K ﹤0.01%
+11,569
3229
$126K ﹤0.01%
11,290
3230
$125K ﹤0.01%
+10,311
3231
$125K ﹤0.01%
14,867
+3,397
3232
$124K ﹤0.01%
31,635
-4,850
3233
$123K ﹤0.01%
10,538
+300
3234
$123K ﹤0.01%
14,500
3235
$121K ﹤0.01%
61,001
-55,130
3236
$121K ﹤0.01%
+11,079
3237
$121K ﹤0.01%
+10,999
3238
$120K ﹤0.01%
21,251
-20,590
3239
$120K ﹤0.01%
13,191
-16,347
3240
$120K ﹤0.01%
19,326
3241
$118K ﹤0.01%
21,609
-1,952
3242
$118K ﹤0.01%
20,173
+807
3243
$117K ﹤0.01%
16,812
+3,240
3244
$115K ﹤0.01%
+37,471
3245
$115K ﹤0.01%
20,273
+4,000
3246
$115K ﹤0.01%
+2,318
3247
$114K ﹤0.01%
+11,139
3248
$113K ﹤0.01%
12,501
-603
3249
$113K ﹤0.01%
35,602
+15,602
3250
$112K ﹤0.01%
17,196
+20
128 129
130
131 132