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
1751
$1.17M ﹤0.01%
26,423
+17
1752
$1.17M ﹤0.01%
40,311
-15,076
1753
$1.17M ﹤0.01%
37,590
+2,315
1754
$1.16M ﹤0.01%
24,733
+2,669
1755
$1.16M ﹤0.01%
23,200
+1,704
1756
$1.16M ﹤0.01%
13,318
-492
1757
$1.15M ﹤0.01%
13,112
-663
1758
$1.15M ﹤0.01%
33,280
+6,989
1759
$1.15M ﹤0.01%
26,456
+2,457
1760
$1.15M ﹤0.01%
21,418
-36
1761
$1.15M ﹤0.01%
22,347
-9,073
1762
$1.15M ﹤0.01%
29,126
-643
1763
$1.15M ﹤0.01%
13,777
-1,581
1764
$1.15M ﹤0.01%
27,569
+13,630
1765
$1.15M ﹤0.01%
43,559
-29,948
1766
$1.14M ﹤0.01%
24,380
+13,177
1767
$1.14M ﹤0.01%
24,302
-4,238
1768
$1.14M ﹤0.01%
268,773
+12,601
1769
$1.14M ﹤0.01%
2,911
+673
1770
$1.14M ﹤0.01%
73,370
-1,928
1771
$1.14M ﹤0.01%
10,067
-1,066
1772
$1.14M ﹤0.01%
14,346
+2,005
1773
$1.14M ﹤0.01%
41,775
+1,264
1774
$1.14M ﹤0.01%
30,364
+1,838
1775
$1.13M ﹤0.01%
40,420
+6,085
69 70
71
72 73