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
2426
$493K ﹤0.01%
46,087
-109,636
2427
$492K ﹤0.01%
15,099
-413
2428
$491K ﹤0.01%
24,267
-763
2429
$491K ﹤0.01%
26,497
+29
2430
$491K ﹤0.01%
13,360
-18,864
2431
$491K ﹤0.01%
11,740
2432
$491K ﹤0.01%
21,969
-4,871
2433
$490K ﹤0.01%
80,214
+973
2434
$490K ﹤0.01%
+22,188
2435
$489K ﹤0.01%
7,698
+1,283
2436
$489K ﹤0.01%
15,442
-37,867
2437
$489K ﹤0.01%
25,489
-11,572
2438
$489K ﹤0.01%
40,986
-4,373
2439
$487K ﹤0.01%
+5,185
2440
$486K ﹤0.01%
9,635
+648
2441
$486K ﹤0.01%
42,152
-19,640
2442
$485K ﹤0.01%
10,759
-217
2443
$485K ﹤0.01%
3,052
-1,621
2444
$484K ﹤0.01%
12,403
-2,388
2445
$482K ﹤0.01%
2,205
-123
2446
$482K ﹤0.01%
3,697
-1,600
2447
$481K ﹤0.01%
155,141
+28,694
2448
$480K ﹤0.01%
6,260
+334
2449
$480K ﹤0.01%
4,121
-191
2450
$479K ﹤0.01%
5,652
+365
96 97
98
99 100