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
2151
$690K ﹤0.01%
6,921
-1,455
2152
$690K ﹤0.01%
9,009
-189
2153
$688K ﹤0.01%
14,031
+3,562
2154
$687K ﹤0.01%
95,815
+1,600
2155
$687K ﹤0.01%
21,890
-28
2156
$687K ﹤0.01%
23,097
-9,052
2157
$686K ﹤0.01%
19,206
+279
2158
$684K ﹤0.01%
13,641
+5,423
2159
$681K ﹤0.01%
21,525
+9,729
2160
$681K ﹤0.01%
4,273
+42
2161
$681K ﹤0.01%
6,446
+1,936
2162
$678K ﹤0.01%
48,498
+48
2163
$678K ﹤0.01%
51,979
+3,875
2164
$677K ﹤0.01%
12,868
-614
2165
$677K ﹤0.01%
33,662
+523
2166
$677K ﹤0.01%
22,866
-1,498
2167
$675K ﹤0.01%
4,825
+1,670
2168
$675K ﹤0.01%
13,972
+1,291
2169
$675K ﹤0.01%
17,235
+9,394
2170
$674K ﹤0.01%
5,411
+1,184
2171
$674K ﹤0.01%
14,025
-1,328
2172
$674K ﹤0.01%
5,397
-934
2173
$674K ﹤0.01%
24,460
+11,685
2174
$674K ﹤0.01%
8,510
-888
2175
$672K ﹤0.01%
16,017
-130
85 86
87
88 89