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
1826
$1.05M ﹤0.01%
20,162
-1,219
1827
$1.05M ﹤0.01%
9,379
+2,511
1828
$1.05M ﹤0.01%
26,260
+10,553
1829
$1.05M ﹤0.01%
29,529
+2,277
1830
$1.04M ﹤0.01%
3,125
-105
1831
$1.04M ﹤0.01%
3,773
+77
1832
$1.04M ﹤0.01%
29,599
-630
1833
$1.04M ﹤0.01%
33,070
+18,759
1834
$1.03M ﹤0.01%
6,465
+975
1835
$1.02M ﹤0.01%
26,221
+15,225
1836
$1.02M ﹤0.01%
48,556
-915
1837
$1.02M ﹤0.01%
74,999
-77,103
1838
$1.02M ﹤0.01%
37,537
+14,739
1839
$1.02M ﹤0.01%
22,593
+2,093
1840
$1.02M ﹤0.01%
34,992
+5,097
1841
$1.01M ﹤0.01%
11,796
+327
1842
$1.01M ﹤0.01%
6,961
+704
1843
$1.01M ﹤0.01%
9,609
-1,072
1844
$1.01M ﹤0.01%
8,207
+1,405
1845
$1.01M ﹤0.01%
16,443
+4,973
1846
$1.01M ﹤0.01%
16,630
-514
1847
$1.01M ﹤0.01%
9,595
+4,046
1848
$1M ﹤0.01%
15,171
+1,616
1849
$1M ﹤0.01%
42,268
+547
1850
$1M ﹤0.01%
89,227
-10,151
72 73
74
75 76