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
2051
$780K ﹤0.01%
27,332
-694
2052
$780K ﹤0.01%
18,716
-10,598
2053
$778K ﹤0.01%
+30,035
2054
$776K ﹤0.01%
15,387
-21,911
2055
$775K ﹤0.01%
34,449
+679
2056
$772K ﹤0.01%
59,871
+10,115
2057
$770K ﹤0.01%
14,939
+8,040
2058
$769K ﹤0.01%
+33,458
2059
$768K ﹤0.01%
6,702
-2,726
2060
$767K ﹤0.01%
7,935
+1,464
2061
$767K ﹤0.01%
28,890
-1,002
2062
$766K ﹤0.01%
10,365
+4,586
2063
$765K ﹤0.01%
54,286
+39,235
2064
$764K ﹤0.01%
13,761
+672
2065
$763K ﹤0.01%
13,875
-115
2066
$763K ﹤0.01%
19,950
-498
2067
$762K ﹤0.01%
23,787
+2,470
2068
$762K ﹤0.01%
5,121
+2,826
2069
$762K ﹤0.01%
55,356
-200
2070
$760K ﹤0.01%
32,721
-793
2071
$759K ﹤0.01%
71,894
-8,762
2072
$758K ﹤0.01%
36,100
2073
$757K ﹤0.01%
12,420
+6,020
2074
$757K ﹤0.01%
113,266
-970
2075
$757K ﹤0.01%
24,918
-77
81 82
83
84 85