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
1801
$1.08M ﹤0.01%
24,997
-12,237
1802
$1.08M ﹤0.01%
64,381
+353
1803
$1.08M ﹤0.01%
43,503
-2,018
1804
$1.08M ﹤0.01%
3,693
+674
1805
$1.08M ﹤0.01%
35,657
-16,240
1806
$1.07M ﹤0.01%
11,330
+4,433
1807
$1.07M ﹤0.01%
30,099
+10,430
1808
$1.07M ﹤0.01%
6,915
+118
1809
$1.07M ﹤0.01%
37,556
+10,408
1810
$1.07M ﹤0.01%
9,954
-60
1811
$1.07M ﹤0.01%
3,291
-2,154
1812
$1.07M ﹤0.01%
24,746
-3,586
1813
$1.06M ﹤0.01%
103,232
+747
1814
$1.06M ﹤0.01%
9,867
-258
1815
$1.06M ﹤0.01%
31,070
-1,851
1816
$1.06M ﹤0.01%
13,517
-1,807
1817
$1.06M ﹤0.01%
21,188
-267
1818
$1.06M ﹤0.01%
78,774
+4,143
1819
$1.06M ﹤0.01%
11,751
+229
1820
$1.06M ﹤0.01%
51,754
+15,637
1821
$1.06M ﹤0.01%
32,761
-2,438
1822
$1.06M ﹤0.01%
9,345
-1,653
1823
$1.06M ﹤0.01%
30,191
+10,493
1824
$1.06M ﹤0.01%
46,055
+1,459
1825
$1.05M ﹤0.01%
54,922
-7,455
71 72
73
74 75