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
1601
$1.41M ﹤0.01%
47,874
-628
1602
$1.4M ﹤0.01%
+11,409
1603
$1.4M ﹤0.01%
50,549
-3,425
1604
$1.4M ﹤0.01%
59,605
-18,565
1605
$1.4M ﹤0.01%
31,054
+1,376
1606
$1.4M ﹤0.01%
22,719
-63
1607
$1.4M ﹤0.01%
33,410
-909
1608
$1.4M ﹤0.01%
20,876
-3,574
1609
$1.39M ﹤0.01%
38,157
-1,097
1610
$1.39M ﹤0.01%
+73,736
1611
$1.39M ﹤0.01%
27,225
+2,139
1612
$1.39M ﹤0.01%
28,173
+244
1613
$1.39M ﹤0.01%
8,482
+2,538
1614
$1.39M ﹤0.01%
20,346
+3,581
1615
$1.39M ﹤0.01%
346,300
+135,700
1616
$1.39M ﹤0.01%
31,534
+2,044
1617
$1.39M ﹤0.01%
149,456
+9,730
1618
$1.38M ﹤0.01%
25,489
+399
1619
$1.38M ﹤0.01%
120,757
+4,408
1620
$1.37M ﹤0.01%
15,480
-1,997
1621
$1.37M ﹤0.01%
15,249
-498
1622
$1.37M ﹤0.01%
22,480
-4,911
1623
$1.37M ﹤0.01%
35,077
-1,095
1624
$1.37M ﹤0.01%
+32,231
1625
$1.36M ﹤0.01%
19,415
+3,275
63 64
65
66 67