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
2126
$710K ﹤0.01%
18,736
+1,147
2127
$709K ﹤0.01%
6,518
+576
2128
$709K ﹤0.01%
+26,486
2129
$709K ﹤0.01%
+31,400
2130
$706K ﹤0.01%
18,399
-1,709
2131
$706K ﹤0.01%
5,288
+13
2132
$705K ﹤0.01%
5,365
-155
2133
$703K ﹤0.01%
27,624
+3,574
2134
$703K ﹤0.01%
5,118
-1,711
2135
$703K ﹤0.01%
29,211
+10,593
2136
$700K ﹤0.01%
8,957
+2,444
2137
$697K ﹤0.01%
12,087
+4,003
2138
$697K ﹤0.01%
36,792
2139
$697K ﹤0.01%
13,464
+1,819
2140
$696K ﹤0.01%
22,017
+1,186
2141
$696K ﹤0.01%
13,676
-28,542
2142
$695K ﹤0.01%
15,071
+5,383
2143
$695K ﹤0.01%
+6,646
2144
$693K ﹤0.01%
34,756
-1,143
2145
$692K ﹤0.01%
61,317
-9,066
2146
$692K ﹤0.01%
6,215
+189
2147
$691K ﹤0.01%
42,627
-1,428
2148
$691K ﹤0.01%
73,482
-5,302
2149
$691K ﹤0.01%
16,514
+7,602
2150
$690K ﹤0.01%
36,673
+18,213
84 85
86
87 88