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
626
$7.17M 0.02%
190,179
-187,626
627
$7.16M 0.02%
114,876
+43,151
628
$7.16M 0.02%
152,897
+4,490
629
$7.15M 0.02%
19,652
+2,897
630
$7.13M 0.02%
199,331
-30,556
631
$7.07M 0.02%
85,976
+2,519
632
$7.06M 0.02%
145,061
-14,799
633
$7.05M 0.02%
95,986
+3,663
634
$7.03M 0.02%
479,664
-4,316
635
$7.03M 0.02%
71,128
+2,250
636
$7.01M 0.02%
155,427
-4,520
637
$6.98M 0.02%
269,428
-3,689
638
$6.98M 0.02%
248,077
+36,099
639
$6.97M 0.02%
304,937
+14,772
640
$6.96M 0.02%
447,109
-17,559
641
$6.95M 0.02%
198,149
+19,317
642
$6.91M 0.02%
18,396
-54
643
$6.89M 0.02%
55,321
+31,926
644
$6.89M 0.02%
137,347
+311
645
$6.88M 0.02%
157,054
-9,932
646
$6.85M 0.02%
33,290
+1,574
647
$6.8M 0.02%
143,171
+8,536
648
$6.8M 0.02%
277,825
-106,581
649
$6.79M 0.02%
277,661
+143,635
650
$6.78M 0.02%
110,849
-3,257
24 25
26
27 28