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
1976
$844K ﹤0.01%
11,634
-796
1977
$844K ﹤0.01%
12,104
-1,660
1978
$843K ﹤0.01%
38,091
+27,678
1979
$841K ﹤0.01%
+30,909
1980
$840K ﹤0.01%
21,779
+769
1981
$840K ﹤0.01%
+5,227
1982
$839K ﹤0.01%
19,956
-3,552
1983
$838K ﹤0.01%
16,346
+10,163
1984
$837K ﹤0.01%
31,190
+10,004
1985
$837K ﹤0.01%
25,211
-6,221
1986
$837K ﹤0.01%
10,399
+937
1987
$837K ﹤0.01%
68,674
-4,152
1988
$836K ﹤0.01%
+25,265
1989
$835K ﹤0.01%
12,030
-16,253
1990
$835K ﹤0.01%
2,541
-756
1991
$835K ﹤0.01%
28,727
-22,091
1992
$835K ﹤0.01%
31,448
-1,280
1993
$835K ﹤0.01%
17,434
+2,749
1994
$833K ﹤0.01%
32,807
+4,511
1995
$833K ﹤0.01%
26,176
+19,253
1996
$832K ﹤0.01%
49,545
-1,466
1997
$831K ﹤0.01%
21,605
-4,062
1998
$830K ﹤0.01%
+31,741
1999
$829K ﹤0.01%
15,896
+9
2000
$829K ﹤0.01%
+59,871
78 79
80
81 82