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
2076
$756K ﹤0.01%
29,976
+285
2077
$756K ﹤0.01%
19,700
+90
2078
$756K ﹤0.01%
3,540
+1,952
2079
$754K ﹤0.01%
30,698
+6,016
2080
$751K ﹤0.01%
30,241
+160
2081
$750K ﹤0.01%
6,798
-30,799
2082
$749K ﹤0.01%
+81,550
2083
$749K ﹤0.01%
50,179
+637
2084
$748K ﹤0.01%
19,199
+1,834
2085
$746K ﹤0.01%
22,321
-796
2086
$746K ﹤0.01%
21,408
+7,916
2087
$744K ﹤0.01%
29,653
+8,399
2088
$743K ﹤0.01%
14,895
+269
2089
$742K ﹤0.01%
102,571
-596
2090
$742K ﹤0.01%
21,279
+1,678
2091
$741K ﹤0.01%
17,770
+1,024
2092
$739K ﹤0.01%
21,762
+1,379
2093
$739K ﹤0.01%
8,747
-1,704
2094
$739K ﹤0.01%
15,344
-483
2095
$737K ﹤0.01%
162,440
-26,785
2096
$737K ﹤0.01%
24,092
-2,456
2097
$737K ﹤0.01%
1,772
+1,296
2098
$736K ﹤0.01%
8,756
-505
2099
$735K ﹤0.01%
9,769
+793
2100
$734K ﹤0.01%
16,019
+200
82 83
84
85 86