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
2101
$732K ﹤0.01%
7,089
-600
2102
$731K ﹤0.01%
6,357
+738
2103
$730K ﹤0.01%
30,953
-11,080
2104
$729K ﹤0.01%
64,288
+19,390
2105
$728K ﹤0.01%
39,395
+426
2106
$728K ﹤0.01%
40,081
-1,840
2107
$728K ﹤0.01%
41,256
-3,756
2108
$726K ﹤0.01%
78,788
-1,438
2109
$726K ﹤0.01%
10,915
-1,289
2110
$726K ﹤0.01%
5,213
+179
2111
$725K ﹤0.01%
66,493
-926
2112
$725K ﹤0.01%
21,662
-331
2113
$724K ﹤0.01%
10,019
+2,533
2114
$724K ﹤0.01%
51,699
+37,905
2115
$722K ﹤0.01%
30,346
+15,571
2116
$720K ﹤0.01%
68,131
-1,575
2117
$719K ﹤0.01%
1,963
+334
2118
$719K ﹤0.01%
30,072
+6,855
2119
$718K ﹤0.01%
13,294
+1,005
2120
$718K ﹤0.01%
8,448
+444
2121
$716K ﹤0.01%
11,561
+688
2122
$715K ﹤0.01%
15,056
-2,029
2123
$713K ﹤0.01%
+26,633
2124
$710K ﹤0.01%
26,738
-1,660
2125
$710K ﹤0.01%
11,719
+51
83 84
85
86 87