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
651
$6.76M 0.02%
103,534
+9,470
652
$6.76M 0.02%
245,174
+27,670
653
$6.75M 0.02%
155,573
+9,000
654
$6.75M 0.02%
14,517
+594
655
$6.75M 0.02%
+273,807
656
$6.75M 0.02%
64,451
+9,800
657
$6.74M 0.02%
202,237
+12,949
658
$6.72M 0.02%
123,438
+27,149
659
$6.71M 0.02%
186,760
-59,475
660
$6.7M 0.02%
94,075
-3,932
661
$6.67M 0.02%
24,619
-7,777
662
$6.67M 0.02%
62,823
+3,467
663
$6.66M 0.02%
28,123
+5,004
664
$6.63M 0.02%
305,354
-44,512
665
$6.62M 0.02%
213,267
-17,416
666
$6.62M 0.02%
459,661
+18,350
667
$6.59M 0.02%
75,321
+14,251
668
$6.57M 0.02%
132,058
+102,295
669
$6.56M 0.02%
158,729
-71,070
670
$6.55M 0.02%
70,503
-4,292
671
$6.54M 0.02%
266,884
+4,516
672
$6.54M 0.02%
488,021
+294,587
673
$6.53M 0.02%
66,744
+4,938
674
$6.51M 0.02%
25,277
+3,744
675
$6.49M 0.02%
81,427
+195
25 26
27
28 29