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
1776
$1.13M ﹤0.01%
4,075
+1,861
1777
$1.13M ﹤0.01%
86,375
+5,053
1778
$1.13M ﹤0.01%
11,984
-1,511
1779
$1.13M ﹤0.01%
22,579
+701
1780
$1.12M ﹤0.01%
29,248
-656
1781
$1.12M ﹤0.01%
22,985
-1,487
1782
$1.12M ﹤0.01%
109,158
-1,876
1783
$1.12M ﹤0.01%
388,827
+41,035
1784
$1.12M ﹤0.01%
40,256
+8,127
1785
$1.12M ﹤0.01%
7,102
-3,057
1786
$1.11M ﹤0.01%
20,259
-12,948
1787
$1.11M ﹤0.01%
3,827
+1,667
1788
$1.11M ﹤0.01%
2,577
-324
1789
$1.11M ﹤0.01%
20,417
-3,615
1790
$1.11M ﹤0.01%
6,268
-955
1791
$1.1M ﹤0.01%
16,272
+21
1792
$1.1M ﹤0.01%
41,210
+1,862
1793
$1.1M ﹤0.01%
7,604
+1,801
1794
$1.1M ﹤0.01%
24,695
1795
$1.1M ﹤0.01%
33,681
+2,247
1796
$1.09M ﹤0.01%
15,408
-1,652
1797
$1.09M ﹤0.01%
35,849
+391
1798
$1.09M ﹤0.01%
18,960
-13,867
1799
$1.09M ﹤0.01%
16,355
+3,830
1800
$1.09M ﹤0.01%
54,204
-26,861
70 71
72
73 74