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
2276
$586K ﹤0.01%
44,366
-2,764
2277
$585K ﹤0.01%
1,256
+426
2278
$585K ﹤0.01%
6,520
+1,385
2279
$584K ﹤0.01%
5,243
-52
2280
$584K ﹤0.01%
12,190
+360
2281
$584K ﹤0.01%
11,689
-1,716
2282
$583K ﹤0.01%
2,611
+108
2283
$582K ﹤0.01%
23,716
+14,548
2284
$581K ﹤0.01%
7,659
+602
2285
$580K ﹤0.01%
43,508
+3,633
2286
$580K ﹤0.01%
16,412
-260
2287
$580K ﹤0.01%
12,838
+1,647
2288
$580K ﹤0.01%
13,667
+679
2289
$579K ﹤0.01%
8,782
-2,344
2290
$579K ﹤0.01%
33,031
+5,581
2291
$578K ﹤0.01%
11,915
+45
2292
$578K ﹤0.01%
12,974
+528
2293
$574K ﹤0.01%
+29,277
2294
$573K ﹤0.01%
11,811
+6,932
2295
$573K ﹤0.01%
313,260
+93,577
2296
$573K ﹤0.01%
21,310
+786
2297
$573K ﹤0.01%
33,253
+641
2298
$572K ﹤0.01%
24,794
+3,354
2299
$572K ﹤0.01%
11,711
+1,296
2300
$571K ﹤0.01%
11,596
+901
90 91
92
93 94