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
2351
$538K ﹤0.01%
9,486
+1,631
2352
$537K ﹤0.01%
28,492
+2,774
2353
$536K ﹤0.01%
22,290
-8,000
2354
$535K ﹤0.01%
4,046
-229
2355
$534K ﹤0.01%
91,427
-81,335
2356
$534K ﹤0.01%
2,691
+705
2357
$533K ﹤0.01%
18,864
+718
2358
$533K ﹤0.01%
65,161
+15,062
2359
$533K ﹤0.01%
2,573
-332
2360
$531K ﹤0.01%
9,728
-2,914
2361
$531K ﹤0.01%
14,693
-3,117
2362
$530K ﹤0.01%
10,259
+4,600
2363
$530K ﹤0.01%
96,387
+7,200
2364
$529K ﹤0.01%
15,108
-572
2365
$529K ﹤0.01%
4,258
-637
2366
$528K ﹤0.01%
4,757
+426
2367
$527K ﹤0.01%
69,121
-4,966
2368
$527K ﹤0.01%
167,804
-7,054
2369
$526K ﹤0.01%
11,060
-1,715
2370
$525K ﹤0.01%
9,977
-193
2371
$524K ﹤0.01%
38,909
-616
2372
$524K ﹤0.01%
54,507
-145
2373
$524K ﹤0.01%
79,583
+2,615
2374
$523K ﹤0.01%
+10,158
2375
$522K ﹤0.01%
46,454
-7,857
93 94
95
96 97