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
1851
$1M ﹤0.01%
29,642
-9,313
1852
$997K ﹤0.01%
9,345
+3,126
1853
$996K ﹤0.01%
8,563
-1,580
1854
$996K ﹤0.01%
34,041
+2,550
1855
$996K ﹤0.01%
3,862
+593
1856
$994K ﹤0.01%
52,106
+641
1857
$993K ﹤0.01%
29,445
+1,438
1858
$992K ﹤0.01%
77,524
+13,968
1859
$991K ﹤0.01%
14,086
-844
1860
$990K ﹤0.01%
41,859
+28,819
1861
$988K ﹤0.01%
51,669
+1,705
1862
$984K ﹤0.01%
4,070
+102
1863
$983K ﹤0.01%
6,835
+2,060
1864
$983K ﹤0.01%
+31,311
1865
$982K ﹤0.01%
9,357
-1,917
1866
$982K ﹤0.01%
2,729
-36
1867
$980K ﹤0.01%
32,362
-1,876
1868
$980K ﹤0.01%
14,220
-562
1869
$979K ﹤0.01%
37,518
-520
1870
$976K ﹤0.01%
21,105
-4,285
1871
$975K ﹤0.01%
3,435
-170
1872
$975K ﹤0.01%
39,663
+10,577
1873
$974K ﹤0.01%
18,914
-169
1874
$971K ﹤0.01%
40,094
-8,684
1875
$971K ﹤0.01%
48,549
+9
73 74
75
76 77