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
1926
$903K ﹤0.01%
40,846
-4,745
1927
$903K ﹤0.01%
39,382
+18,804
1928
$903K ﹤0.01%
29,657
-920
1929
$902K ﹤0.01%
10,178
+263
1930
$900K ﹤0.01%
26,644
+3,548
1931
$900K ﹤0.01%
70,440
+1,809
1932
$898K ﹤0.01%
25,837
+3,764
1933
$894K ﹤0.01%
56,971
+4,052
1934
$894K ﹤0.01%
18,139
+4,641
1935
$893K ﹤0.01%
34,181
+86
1936
$892K ﹤0.01%
+41,103
1937
$892K ﹤0.01%
+18,605
1938
$892K ﹤0.01%
121,378
-1,869
1939
$891K ﹤0.01%
46,436
+3,262
1940
$890K ﹤0.01%
15,345
-2,013
1941
$888K ﹤0.01%
21,874
+676
1942
$880K ﹤0.01%
36,431
+26,389
1943
$880K ﹤0.01%
25,319
-1,873
1944
$877K ﹤0.01%
55,355
-9,733
1945
$876K ﹤0.01%
13,973
+312
1946
$875K ﹤0.01%
76,186
-1,269
1947
$873K ﹤0.01%
25,799
+976
1948
$871K ﹤0.01%
12,095
+4,050
1949
$869K ﹤0.01%
28,690
-250
1950
$868K ﹤0.01%
24,485
+10,734
76 77
78
79 80