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
2451
$478K ﹤0.01%
13,220
+2,492
2452
$477K ﹤0.01%
11,481
-1,101
2453
$476K ﹤0.01%
+11,138
2454
$476K ﹤0.01%
20,367
+2,160
2455
$476K ﹤0.01%
23,390
-2,221
2456
$475K ﹤0.01%
38,006
-22
2457
$475K ﹤0.01%
+35,001
2458
$472K ﹤0.01%
36,448
+283
2459
$471K ﹤0.01%
46,680
+1,975
2460
$471K ﹤0.01%
14,025
+1,049
2461
$470K ﹤0.01%
8,468
-1,545
2462
$470K ﹤0.01%
6,134
-113
2463
$469K ﹤0.01%
17,759
+613
2464
$469K ﹤0.01%
13,273
-2,020
2465
$469K ﹤0.01%
6,797
-133
2466
$468K ﹤0.01%
30,470
+1,210
2467
$468K ﹤0.01%
80,873
-4,265
2468
$467K ﹤0.01%
3,652
+817
2469
$466K ﹤0.01%
13,626
+5,004
2470
$465K ﹤0.01%
3,580
-637
2471
$465K ﹤0.01%
+8,283
2472
$463K ﹤0.01%
3,729
+671
2473
$463K ﹤0.01%
+1,344
2474
$462K ﹤0.01%
40,700
+9,823
2475
$462K ﹤0.01%
+15,269
97 98
99
100 101