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
601
$7.68M 0.03%
202,347
+72,324
602
$7.67M 0.03%
262,972
+18,685
603
$7.67M 0.03%
260,725
+41,493
604
$7.67M 0.03%
93,738
+159
605
$7.63M 0.03%
317,873
-453,116
606
$7.61M 0.03%
88,555
+1,370
607
$7.58M 0.03%
+290,425
608
$7.52M 0.03%
92,986
+22,316
609
$7.49M 0.03%
266,170
+19,970
610
$7.47M 0.03%
29,247
+1,031
611
$7.46M 0.03%
68,992
+4,454
612
$7.42M 0.03%
266,267
+84,950
613
$7.41M 0.03%
162,196
+40,085
614
$7.41M 0.03%
208,952
+18,444
615
$7.36M 0.03%
536,533
+20,720
616
$7.34M 0.02%
465,501
+108,672
617
$7.31M 0.02%
45,176
-2,019
618
$7.28M 0.02%
142,365
+59,313
619
$7.25M 0.02%
148,537
-14,563
620
$7.24M 0.02%
53,985
+8,246
621
$7.23M 0.02%
2,296
+288
622
$7.21M 0.02%
92,474
-3,601
623
$7.2M 0.02%
125,707
-9,196
624
$7.2M 0.02%
564,450
+38,135
625
$7.17M 0.02%
241,189
+18,066
23 24
25
26 27