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
2176
$671K ﹤0.01%
63,197
-278,291
2177
$671K ﹤0.01%
11,554
+436
2178
$670K ﹤0.01%
10,782
+44
2179
$669K ﹤0.01%
26,416
-146,321
2180
$669K ﹤0.01%
21,658
+1,266
2181
$668K ﹤0.01%
2,518
+32
2182
$667K ﹤0.01%
19,347
+1,117
2183
$666K ﹤0.01%
14,129
+709
2184
$665K ﹤0.01%
+21,365
2185
$664K ﹤0.01%
62,798
-10,611
2186
$663K ﹤0.01%
+13,273
2187
$662K ﹤0.01%
16,306
-2,744
2188
$662K ﹤0.01%
17,593
+166
2189
$659K ﹤0.01%
15,193
-1,694
2190
$657K ﹤0.01%
6,366
+68
2191
$656K ﹤0.01%
14,228
+4,340
2192
$655K ﹤0.01%
19,117
-1,343
2193
$654K ﹤0.01%
33,057
-2,637
2194
$654K ﹤0.01%
91,941
+9,337
2195
$653K ﹤0.01%
1,081
+142
2196
$652K ﹤0.01%
10,879
-2,692
2197
$652K ﹤0.01%
+17,745
2198
$652K ﹤0.01%
4,605
+1,323
2199
$652K ﹤0.01%
22,157
+2,648
2200
$651K ﹤0.01%
12,519
-6,827
86 87
88
89 90