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
1676
$1.28M ﹤0.01%
16,595
-520
1677
$1.28M ﹤0.01%
53,881
-10,829
1678
$1.28M ﹤0.01%
125,736
+59,777
1679
$1.28M ﹤0.01%
93,205
+3,363
1680
$1.28M ﹤0.01%
96,258
-4,433
1681
$1.27M ﹤0.01%
6,799
+596
1682
$1.27M ﹤0.01%
54,986
+28,128
1683
$1.27M ﹤0.01%
20,895
+1,667
1684
$1.27M ﹤0.01%
41,467
+13,090
1685
$1.27M ﹤0.01%
38,232
-831
1686
$1.27M ﹤0.01%
8,888
-2,346
1687
$1.27M ﹤0.01%
7,391
-34
1688
$1.27M ﹤0.01%
32,546
+3,346
1689
$1.26M ﹤0.01%
17,938
+537
1690
$1.26M ﹤0.01%
+87,158
1691
$1.26M ﹤0.01%
21,071
+514
1692
$1.26M ﹤0.01%
19,505
+1,726
1693
$1.26M ﹤0.01%
+40,469
1694
$1.26M ﹤0.01%
28,491
+834
1695
$1.26M ﹤0.01%
47,980
-3,141
1696
$1.26M ﹤0.01%
28,846
+3,009
1697
$1.25M ﹤0.01%
60,630
-1,109
1698
$1.25M ﹤0.01%
29,928
+1,100
1699
$1.25M ﹤0.01%
43,409
+4,073
1700
$1.25M ﹤0.01%
31,230
-3,325
66 67
68
69 70