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
3326
$53K ﹤0.01%
22,261
+1,303
3327
$52K ﹤0.01%
19,475
+385
3328
$52K ﹤0.01%
32,592
-600
3329
$52K ﹤0.01%
53,512
+27,192
3330
$51K ﹤0.01%
+17,926
3331
$51K ﹤0.01%
18,741
-43
3332
$48K ﹤0.01%
41,873
3333
$48K ﹤0.01%
+13,177
3334
$47K ﹤0.01%
23,505
+7,000
3335
$46K ﹤0.01%
10,929
+23
3336
$46K ﹤0.01%
14,605
-300
3337
$45K ﹤0.01%
37,996
-555
3338
$44K ﹤0.01%
22,740
+12,000
3339
$43K ﹤0.01%
19,592
-323
3340
$43K ﹤0.01%
48,222
+14,867
3341
$41K ﹤0.01%
15,705
-8,463
3342
$40K ﹤0.01%
99,047
-11,601
3343
$36K ﹤0.01%
12,961
3344
$36K ﹤0.01%
12,500
3345
$32K ﹤0.01%
17,682
-255
3346
$32K ﹤0.01%
11,175
-680
3347
$31K ﹤0.01%
25,708
3348
$30K ﹤0.01%
17,220
-15,590
3349
$29K ﹤0.01%
15,582
3350
$27K ﹤0.01%
23,988
132 133
134
135 136