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
2376
$521K ﹤0.01%
12,174
+2,257
2377
$521K ﹤0.01%
6,944
2378
$520K ﹤0.01%
18,153
-4,870
2379
$520K ﹤0.01%
23,349
+4,522
2380
$520K ﹤0.01%
58,781
+41,096
2381
$520K ﹤0.01%
90,432
-3,391
2382
$519K ﹤0.01%
13,725
-21,907
2383
$518K ﹤0.01%
11,593
-1
2384
$517K ﹤0.01%
65,826
-980
2385
$516K ﹤0.01%
18,127
-9,959
2386
$516K ﹤0.01%
+6,419
2387
$516K ﹤0.01%
30,758
-2,454
2388
$516K ﹤0.01%
61,321
-2,213
2389
$515K ﹤0.01%
202,807
-9,668
2390
$515K ﹤0.01%
9,974
-220
2391
$514K ﹤0.01%
37,355
-270
2392
$514K ﹤0.01%
3,423
-1,430
2393
$514K ﹤0.01%
9,711
+609
2394
$514K ﹤0.01%
3,813
+666
2395
$513K ﹤0.01%
4,369
-476
2396
$513K ﹤0.01%
27,859
+4,642
2397
$513K ﹤0.01%
16,107
-2,624
2398
$513K ﹤0.01%
+9,733
2399
$513K ﹤0.01%
+83,459
2400
$512K ﹤0.01%
12,420
-183
94 95
96
97 98