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
1901
$934K ﹤0.01%
14,989
+824
1902
$934K ﹤0.01%
2,941
+235
1903
$931K ﹤0.01%
35,864
+2,933
1904
$931K ﹤0.01%
10,285
-594
1905
$930K ﹤0.01%
+39,814
1906
$929K ﹤0.01%
19,209
-2,148
1907
$925K ﹤0.01%
25,991
-1,798
1908
$925K ﹤0.01%
24,308
+17,150
1909
$923K ﹤0.01%
99,274
+22,953
1910
$922K ﹤0.01%
12,789
+285
1911
$920K ﹤0.01%
4,590
+38
1912
$917K ﹤0.01%
26,942
+6,572
1913
$916K ﹤0.01%
22,641
+2,306
1914
$916K ﹤0.01%
49,499
+3,197
1915
$913K ﹤0.01%
30,413
-674
1916
$912K ﹤0.01%
97,480
+4,584
1917
$911K ﹤0.01%
77,632
-2,089
1918
$911K ﹤0.01%
24,635
+3,572
1919
$908K ﹤0.01%
5,403
-2,041
1920
$907K ﹤0.01%
18,812
+14,391
1921
$906K ﹤0.01%
15,568
-44,365
1922
$905K ﹤0.01%
6,660
+666
1923
$905K ﹤0.01%
19,807
-8,040
1924
$905K ﹤0.01%
30,449
+4,582
1925
$904K ﹤0.01%
145,593
-3,213
75 76
77
78 79