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
1576
$1.48M 0.01%
216,490
+14,945
1577
$1.48M 0.01%
16,854
-31,698
1578
$1.48M 0.01%
126,500
+3,866
1579
$1.47M 0.01%
50,772
+18,463
1580
$1.47M 0.01%
11,139
-66,215
1581
$1.46M 0.01%
11,706
-2,637
1582
$1.46M 0.01%
50,921
+8,704
1583
$1.46M 0.01%
87,169
-27,745
1584
$1.46M 0.01%
6,601
-71
1585
$1.45M ﹤0.01%
101,761
+2,479
1586
$1.45M ﹤0.01%
51,783
+18,947
1587
$1.44M ﹤0.01%
20,430
-886
1588
$1.44M ﹤0.01%
143,239
-53,495
1589
$1.43M ﹤0.01%
22,973
-6,927
1590
$1.43M ﹤0.01%
68,178
+10,906
1591
$1.43M ﹤0.01%
27,502
+4,397
1592
$1.42M ﹤0.01%
7,880
+288
1593
$1.42M ﹤0.01%
93,734
-6,487
1594
$1.42M ﹤0.01%
30,783
+10,624
1595
$1.42M ﹤0.01%
15,391
+485
1596
$1.42M ﹤0.01%
156,129
-650
1597
$1.42M ﹤0.01%
36,213
-1,364
1598
$1.42M ﹤0.01%
29,830
+14,428
1599
$1.42M ﹤0.01%
163,775
+10,509
1600
$1.42M ﹤0.01%
44,112
+752
62 63
64
65 66