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
2226
$629K ﹤0.01%
81,854
+32,706
2227
$628K ﹤0.01%
24,251
-2,669
2228
$628K ﹤0.01%
34,323
+938
2229
$627K ﹤0.01%
24,120
-14,036
2230
$625K ﹤0.01%
30,995
+628
2231
$625K ﹤0.01%
7,889
+2,188
2232
$623K ﹤0.01%
28,512
-1,923
2233
$622K ﹤0.01%
3,207
-172
2234
$622K ﹤0.01%
12,274
-449
2235
$621K ﹤0.01%
21,063
+1,544
2236
$621K ﹤0.01%
17,802
+54
2237
$620K ﹤0.01%
13,106
-196
2238
$619K ﹤0.01%
50,862
+6,039
2239
$614K ﹤0.01%
11,535
+2,782
2240
$614K ﹤0.01%
15,053
+7,761
2241
$611K ﹤0.01%
18,789
+8,091
2242
$610K ﹤0.01%
21,637
+6,689
2243
$610K ﹤0.01%
6,616
+3,319
2244
$609K ﹤0.01%
44,531
-935
2245
$608K ﹤0.01%
+34,121
2246
$607K ﹤0.01%
62,677
-3,363
2247
$607K ﹤0.01%
19,001
-6,875
2248
$607K ﹤0.01%
7,696
-322
2249
$606K ﹤0.01%
13,518
+279
2250
$605K ﹤0.01%
30,772
+2,820
88 89
90
91 92