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
3376
$15K ﹤0.01%
20,000
-2,200
3377
$15K ﹤0.01%
19,944
-1,000
3378
$14K ﹤0.01%
1,107
+77
3379
$14K ﹤0.01%
1,190
-964
3380
$14K ﹤0.01%
10,000
3381
$14K ﹤0.01%
18,582
+4,000
3382
$13K ﹤0.01%
700
3383
$13K ﹤0.01%
1,302
3384
$12K ﹤0.01%
1,605
-100
3385
$12K ﹤0.01%
15,569
-5,295
3386
$10K ﹤0.01%
2,807
3387
$10K ﹤0.01%
1,398
+189
3388
$10K ﹤0.01%
10,448
3389
$10K ﹤0.01%
90,217
3390
$9K ﹤0.01%
1,314
-12
3391
$7K ﹤0.01%
180
3392
$7K ﹤0.01%
10,000
3393
$6K ﹤0.01%
+1,296
3394
$6K ﹤0.01%
207
+4
3395
$6K ﹤0.01%
14,000
-770
3396
$6K ﹤0.01%
45,280
3397
$3K ﹤0.01%
750
3398
$3K ﹤0.01%
+14,500
3399
$3K ﹤0.01%
+106,220
3400
$2K ﹤0.01%
23,636
+5,913
134 135
136
137 138