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
2301
$571K ﹤0.01%
17,993
-480
2302
$571K ﹤0.01%
39,586
-785
2303
$571K ﹤0.01%
10,586
-85
2304
$570K ﹤0.01%
32,458
+3,926
2305
$568K ﹤0.01%
3,898
+349
2306
$567K ﹤0.01%
14,041
-256
2307
$566K ﹤0.01%
21,581
+13,725
2308
$564K ﹤0.01%
44,599
-3,115
2309
$563K ﹤0.01%
2,980
+491
2310
$562K ﹤0.01%
32,364
-27,985
2311
$560K ﹤0.01%
5,070
-1,047
2312
$560K ﹤0.01%
16,535
+1,323
2313
$560K ﹤0.01%
15,806
+4,944
2314
$560K ﹤0.01%
2,266
+37
2315
$559K ﹤0.01%
23,783
+1,887
2316
$559K ﹤0.01%
3,177
-408
2317
$557K ﹤0.01%
39,143
+24
2318
$557K ﹤0.01%
25,885
-6,332
2319
$557K ﹤0.01%
14,866
+36
2320
$556K ﹤0.01%
5,798
+426
2321
$556K ﹤0.01%
15,874
-324
2322
$556K ﹤0.01%
54,197
+3,779
2323
$555K ﹤0.01%
+83,099
2324
$554K ﹤0.01%
8,818
-1,580
2325
$554K ﹤0.01%
5,061
-10,555
91 92
93
94 95