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
1726
$1.21M ﹤0.01%
28,938
-5,813
1727
$1.21M ﹤0.01%
18,657
+1,332
1728
$1.21M ﹤0.01%
16,022
-346
1729
$1.2M ﹤0.01%
469,275
+173,525
1730
$1.2M ﹤0.01%
21,590
-241
1731
$1.2M ﹤0.01%
13,912
-2,326
1732
$1.2M ﹤0.01%
10,873
-897
1733
$1.19M ﹤0.01%
37,541
-6,854
1734
$1.19M ﹤0.01%
7,122
+407
1735
$1.19M ﹤0.01%
12,384
+2,030
1736
$1.19M ﹤0.01%
49,949
+27,358
1737
$1.19M ﹤0.01%
16,893
+447
1738
$1.19M ﹤0.01%
23,588
+333
1739
$1.19M ﹤0.01%
221,175
+45,248
1740
$1.18M ﹤0.01%
16,149
+1,124
1741
$1.18M ﹤0.01%
20,528
+278
1742
$1.18M ﹤0.01%
27,962
-1,605
1743
$1.18M ﹤0.01%
25,419
-48,986
1744
$1.18M ﹤0.01%
5,605
-470
1745
$1.17M ﹤0.01%
49,578
+8
1746
$1.17M ﹤0.01%
90,058
+18,069
1747
$1.17M ﹤0.01%
7,360
+453
1748
$1.17M ﹤0.01%
33,038
+2,064
1749
$1.17M ﹤0.01%
98,015
-275
1750
$1.17M ﹤0.01%
31,507
-46,113
68 69
70
71 72