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
2326
$554K ﹤0.01%
27,787
-21,551
2327
$553K ﹤0.01%
7,076
+819
2328
$550K ﹤0.01%
7,349
-6,761
2329
$549K ﹤0.01%
1,088
-55
2330
$549K ﹤0.01%
16,852
+2,435
2331
$549K ﹤0.01%
14,933
+71
2332
$548K ﹤0.01%
20,824
-1,020
2333
$548K ﹤0.01%
5,024
-5,578
2334
$547K ﹤0.01%
9,561
+2,547
2335
$546K ﹤0.01%
77,965
+79
2336
$545K ﹤0.01%
26,400
-904
2337
$544K ﹤0.01%
4,577
+154
2338
$544K ﹤0.01%
23,669
-11,461
2339
$544K ﹤0.01%
5,308
-56
2340
$544K ﹤0.01%
17,769
-1,086
2341
$544K ﹤0.01%
+21,717
2342
$543K ﹤0.01%
23,177
-386
2343
$543K ﹤0.01%
22,683
+2,816
2344
$541K ﹤0.01%
13,331
-374
2345
$541K ﹤0.01%
10,968
-26,450
2346
$540K ﹤0.01%
5,332
-30,175
2347
$540K ﹤0.01%
16,337
2348
$538K ﹤0.01%
38,616
+23,118
2349
$538K ﹤0.01%
8,317
-3,056
2350
$538K ﹤0.01%
15,504
+1,371
92 93
94
95 96