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
3251
$111K ﹤0.01%
30,238
+3,066
3252
$111K ﹤0.01%
12,250
-1,250
3253
$110K ﹤0.01%
+10,201
3254
$109K ﹤0.01%
18,410
-2,004
3255
$106K ﹤0.01%
34,223
+13,442
3256
$105K ﹤0.01%
28,530
3257
$105K ﹤0.01%
28,330
-1,033
3258
$104K ﹤0.01%
33,398
+5,713
3259
$103K ﹤0.01%
+21,794
3260
$103K ﹤0.01%
+10,617
3261
$102K ﹤0.01%
39,068
-1,331
3262
$102K ﹤0.01%
15,263
-3,957
3263
$102K ﹤0.01%
11,204
-679
3264
$101K ﹤0.01%
17,915
-5,067
3265
$101K ﹤0.01%
69,360
+35,583
3266
$101K ﹤0.01%
12,970
-19,755
3267
$100K ﹤0.01%
10,062
3268
$100K ﹤0.01%
14,696
3269
$98K ﹤0.01%
16,621
+1,673
3270
$98K ﹤0.01%
68,654
+24,285
3271
$98K ﹤0.01%
34,542
3272
$98K ﹤0.01%
+11,903
3273
$97K ﹤0.01%
12,730
-3,816
3274
$97K ﹤0.01%
+19,857
3275
$94K ﹤0.01%
25,642
+71
129 130
131
132 133