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
2251
$605K ﹤0.01%
18,939
-2,157
2252
$604K ﹤0.01%
25,673
+9,721
2253
$603K ﹤0.01%
14,378
-6,073
2254
$600K ﹤0.01%
14,895
+5,160
2255
$599K ﹤0.01%
5,355
+1,095
2256
$599K ﹤0.01%
+21,983
2257
$596K ﹤0.01%
1,121
-387
2258
$596K ﹤0.01%
5,851
-195
2259
$596K ﹤0.01%
+38,037
2260
$595K ﹤0.01%
+23,020
2261
$594K ﹤0.01%
14,256
+259
2262
$594K ﹤0.01%
3,659
+37
2263
$594K ﹤0.01%
+8,329
2264
$594K ﹤0.01%
12,353
-883
2265
$593K ﹤0.01%
86,260
-2,679
2266
$592K ﹤0.01%
113,821
-15,297
2267
$591K ﹤0.01%
20,436
-125
2268
$591K ﹤0.01%
22,162
+2,356
2269
$591K ﹤0.01%
4,863
-128
2270
$590K ﹤0.01%
35,498
+14,148
2271
$589K ﹤0.01%
7,074
+277
2272
$589K ﹤0.01%
8,234
+28
2273
$587K ﹤0.01%
+11,747
2274
$587K ﹤0.01%
44,380
+1,802
2275
$586K ﹤0.01%
29,293
+2,251
89 90
91
92 93