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
1876
$966K ﹤0.01%
42,745
+14,476
1877
$965K ﹤0.01%
53,536
+280
1878
$963K ﹤0.01%
36,754
+29,913
1879
$960K ﹤0.01%
25,151
-10,642
1880
$958K ﹤0.01%
10,111
+1,617
1881
$957K ﹤0.01%
+29,087
1882
$956K ﹤0.01%
30,417
-1,711
1883
$953K ﹤0.01%
31,380
-8,286
1884
$952K ﹤0.01%
28,912
+785
1885
$950K ﹤0.01%
31,210
-399
1886
$947K ﹤0.01%
22,030
+825
1887
$947K ﹤0.01%
+18,014
1888
$946K ﹤0.01%
31,377
+1,216
1889
$945K ﹤0.01%
6,067
-202
1890
$945K ﹤0.01%
19,327
-1,823
1891
$944K ﹤0.01%
19,587
-77
1892
$940K ﹤0.01%
16,468
-4,439
1893
$940K ﹤0.01%
17,302
-3,202
1894
$940K ﹤0.01%
32,700
-602
1895
$939K ﹤0.01%
28,764
-232
1896
$939K ﹤0.01%
39,057
+786
1897
$938K ﹤0.01%
2,305
-122
1898
$937K ﹤0.01%
25,681
-346
1899
$937K ﹤0.01%
9,584
+462
1900
$936K ﹤0.01%
7,008
-257
74 75
76
77 78