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
1651
$1.32M ﹤0.01%
46,419
+8,518
1652
$1.32M ﹤0.01%
219,615
+16,355
1653
$1.31M ﹤0.01%
197,170
+78,502
1654
$1.31M ﹤0.01%
31,810
-1,909
1655
$1.31M ﹤0.01%
73,432
+679
1656
$1.31M ﹤0.01%
4,425
+1,568
1657
$1.31M ﹤0.01%
+30,109
1658
$1.3M ﹤0.01%
145,497
-133,104
1659
$1.3M ﹤0.01%
34,148
-5,016
1660
$1.3M ﹤0.01%
33,809
+2,570
1661
$1.3M ﹤0.01%
14,621
-810
1662
$1.3M ﹤0.01%
23,887
-922
1663
$1.29M ﹤0.01%
32,780
-5,451
1664
$1.29M ﹤0.01%
30,654
-5,328
1665
$1.29M ﹤0.01%
26,910
-25,059
1666
$1.29M ﹤0.01%
38,899
+2,722
1667
$1.29M ﹤0.01%
98,781
1668
$1.29M ﹤0.01%
55,884
-7,974
1669
$1.29M ﹤0.01%
21,106
+5,847
1670
$1.29M ﹤0.01%
26,184
+5,232
1671
$1.28M ﹤0.01%
+17,938
1672
$1.28M ﹤0.01%
40,370
1673
$1.28M ﹤0.01%
180,024
-1,096
1674
$1.28M ﹤0.01%
59,064
+1,466
1675
$1.28M ﹤0.01%
78,116
+38,200
65 66
67
68 69