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
3301
$72K ﹤0.01%
15,554
3302
$71K ﹤0.01%
10,295
-45
3303
$71K ﹤0.01%
50,209
+7,007
3304
$71K ﹤0.01%
10,000
3305
$70K ﹤0.01%
27,957
3306
$69K ﹤0.01%
1,854
-8
3307
$67K ﹤0.01%
11,400
+83
3308
$66K ﹤0.01%
14,179
-673
3309
$66K ﹤0.01%
30,102
-838
3310
$66K ﹤0.01%
12,661
-300
3311
$65K ﹤0.01%
10,834
-315,199
3312
$63K ﹤0.01%
22,944
+4,251
3313
$63K ﹤0.01%
23,112
-100
3314
$62K ﹤0.01%
15,145
-338
3315
$61K ﹤0.01%
12,562
+9
3316
$61K ﹤0.01%
15,443
+1,200
3317
$60K ﹤0.01%
12,252
3318
$60K ﹤0.01%
21,059
-496
3319
$60K ﹤0.01%
61,977
-169,005
3320
$58K ﹤0.01%
48,995
+29,700
3321
$57K ﹤0.01%
24,379
3322
$55K ﹤0.01%
13,959
3323
$54K ﹤0.01%
14,519
+700
3324
$53K ﹤0.01%
+14,125
3325
$53K ﹤0.01%
20,429
+1,059
131 132
133
134 135