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
3401
$2K ﹤0.01%
+77,580
3402
$1K ﹤0.01%
+104
3403
$1K ﹤0.01%
10,550
3404
$1K ﹤0.01%
20,104
-1,600
3405
– –
-3,770
3406
– –
-8,330
3407
– –
-8,559
3408
– –
-53,202
3409
– –
-16,157
3410
– –
-11,037
3411
– –
-6,715
3412
– –
-7,837
3413
– –
-19,988
3414
– –
-1,037
3415
– –
-3,953
3416
– –
-7,571
3417
– –
-6,809
3418
– –
-21,906
3419
– –
-19,181
3420
– –
-41,734
3421
– –
-25,000
3422
– –
-5,763
3423
– –
-500
3424
– –
-10,700
3425
– –
-36,869
135 136
137
138 139