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
3276
$93K ﹤0.01%
15,234
+1,900
3277
$90K ﹤0.01%
14,673
-11,429
3278
$90K ﹤0.01%
11,000
-1,500
3279
$89K ﹤0.01%
27,353
-3,120
3280
$88K ﹤0.01%
14,474
-1,768
3281
$87K ﹤0.01%
11,600
3282
$86K ﹤0.01%
28,463
+14,296
3283
$86K ﹤0.01%
16,718
+6,031
3284
$86K ﹤0.01%
16,898
-3,600
3285
$83K ﹤0.01%
11,926
-145
3286
$82K ﹤0.01%
+11,430
3287
$82K ﹤0.01%
25,172
-346
3288
$80K ﹤0.01%
27,877
+3,048
3289
$79K ﹤0.01%
12,269
-720
3290
$79K ﹤0.01%
26,682
-2,718
3291
$78K ﹤0.01%
14,390
-412
3292
$76K ﹤0.01%
14,300
-222
3293
$76K ﹤0.01%
18,294
-317
3294
$76K ﹤0.01%
19,026
+7,891
3295
$76K ﹤0.01%
16,724
-270
3296
$74K ﹤0.01%
+12,121
3297
$74K ﹤0.01%
42,871
-7,029
3298
$73K ﹤0.01%
26,487
-4,585
3299
$72K ﹤0.01%
21,887
+490
3300
$72K ﹤0.01%
13,300
+2,273
130 131
132
133 134