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
3351
$27K ﹤0.01%
35,598
3352
$26K ﹤0.01%
12,000
3353
$25K ﹤0.01%
10,075
3354
$25K ﹤0.01%
10,999
3355
$25K ﹤0.01%
22,280
3356
$23K ﹤0.01%
2,378
3357
$23K ﹤0.01%
14,008
3358
$23K ﹤0.01%
11,667
-3,200
3359
$22K ﹤0.01%
13,130
3360
$22K ﹤0.01%
25,790
+300
3361
$21K ﹤0.01%
1,147
+294
3362
$20K ﹤0.01%
+109
3363
$20K ﹤0.01%
1,459
+384
3364
$20K ﹤0.01%
19,926
3365
$20K ﹤0.01%
1,042
-6
3366
$19K ﹤0.01%
10,513
3367
$19K ﹤0.01%
15,985
3368
$18K ﹤0.01%
10,725
-500
3369
$17K ﹤0.01%
1,006
-219
3370
$17K ﹤0.01%
31,000
+20,000
3371
$17K ﹤0.01%
1,150
3372
$17K ﹤0.01%
19,589
+7,092
3373
$16K ﹤0.01%
15,796
-3,789
3374
$16K ﹤0.01%
16,000
3375
$15K ﹤0.01%
13,045
-629
133 134
135
136 137