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
2401
$511K ﹤0.01%
14,603
-221
2402
$510K ﹤0.01%
2,006
-1,736
2403
$510K ﹤0.01%
15,676
-345
2404
$510K ﹤0.01%
+19,582
2405
$508K ﹤0.01%
2,648
-54
2406
$508K ﹤0.01%
1,692
-357
2407
$507K ﹤0.01%
19,851
+2,459
2408
$507K ﹤0.01%
5,847
-367
2409
$507K ﹤0.01%
+20,296
2410
$506K ﹤0.01%
4,398
+616
2411
$505K ﹤0.01%
82,714
+33,360
2412
$505K ﹤0.01%
8,609
+2
2413
$505K ﹤0.01%
50,717
-1,936
2414
$505K ﹤0.01%
27,975
-1,025
2415
$504K ﹤0.01%
1,753
-189
2416
$502K ﹤0.01%
27,098
+517
2417
$501K ﹤0.01%
3,556
-257
2418
$501K ﹤0.01%
+23,517
2419
$500K ﹤0.01%
16,440
-3,783
2420
$499K ﹤0.01%
20,474
+7,200
2421
$498K ﹤0.01%
12,796
-387
2422
$496K ﹤0.01%
24,159
+1,322
2423
$495K ﹤0.01%
15,608
+4,480
2424
$495K ﹤0.01%
36,608
+3,312
2425
$493K ﹤0.01%
101,134
+64,693
95 96
97
98 99