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
1951
$867K ﹤0.01%
10,108
-4,277
1952
$864K ﹤0.01%
28,391
-1,084
1953
$861K ﹤0.01%
18,179
+4,891
1954
$860K ﹤0.01%
12,530
-603
1955
$859K ﹤0.01%
5,000
+66
1956
$858K ﹤0.01%
76,155
+5,603
1957
$858K ﹤0.01%
24,447
-2,272
1958
$857K ﹤0.01%
7,434
-555
1959
$857K ﹤0.01%
7,541
+1
1960
$856K ﹤0.01%
37,329
+775
1961
$856K ﹤0.01%
41,493
-1,146
1962
$856K ﹤0.01%
9,671
-342
1963
$855K ﹤0.01%
36,411
-2,396
1964
$853K ﹤0.01%
12,648
+1,430
1965
$851K ﹤0.01%
+18,761
1966
$850K ﹤0.01%
41,029
-5,699
1967
$849K ﹤0.01%
129,264
+20,495
1968
$849K ﹤0.01%
25,852
-6,731
1969
$849K ﹤0.01%
11,374
-6,131
1970
$849K ﹤0.01%
16,261
+2,223
1971
$848K ﹤0.01%
8,065
+5
1972
$848K ﹤0.01%
4,462
+884
1973
$847K ﹤0.01%
3,886
+2,788
1974
$846K ﹤0.01%
6,369
-2,547
1975
$844K ﹤0.01%
17,950
-1,084
77 78
79
80 81