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
1701
$1.25M ﹤0.01%
18,936
+145
1702
$1.25M ﹤0.01%
9,174
-457
1703
$1.25M ﹤0.01%
33,241
-10,275
1704
$1.25M ﹤0.01%
27,649
+985
1705
$1.24M ﹤0.01%
26,855
-259,395
1706
$1.24M ﹤0.01%
19,484
+3,313
1707
$1.24M ﹤0.01%
60,378
+3,779
1708
$1.24M ﹤0.01%
52,549
+514
1709
$1.24M ﹤0.01%
7,106
+256
1710
$1.23M ﹤0.01%
30,793
-1,618
1711
$1.23M ﹤0.01%
26,066
+1,769
1712
$1.23M ﹤0.01%
42,620
+11,508
1713
$1.23M ﹤0.01%
105,696
-1,152
1714
$1.23M ﹤0.01%
18,981
-2,532
1715
$1.23M ﹤0.01%
9,154
-216
1716
$1.23M ﹤0.01%
29,912
+1,405
1717
$1.22M ﹤0.01%
22,741
-2,732
1718
$1.22M ﹤0.01%
35,916
-5,328
1719
$1.22M ﹤0.01%
15,305
+1,094
1720
$1.22M ﹤0.01%
+36,016
1721
$1.21M ﹤0.01%
15,744
-464
1722
$1.21M ﹤0.01%
107,744
-12,704
1723
$1.21M ﹤0.01%
10,012
-404
1724
$1.21M ﹤0.01%
32,739
-16,261
1725
$1.21M ﹤0.01%
114,898
-3,216
67 68
69
70 71