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
676
$6.47M 0.02%
36,462
-12,574
677
$6.46M 0.02%
171,593
+46,581
678
$6.44M 0.02%
64,741
+17,725
679
$6.44M 0.02%
86,560
-710
680
$6.43M 0.02%
83,581
+17,798
681
$6.42M 0.02%
153,938
+3,907
682
$6.41M 0.02%
143,420
-10,952
683
$6.41M 0.02%
101,700
-133,482
684
$6.41M 0.02%
474,842
-1,926
685
$6.4M 0.02%
71,993
+590
686
$6.37M 0.02%
68,409
+4,822
687
$6.36M 0.02%
375,350
+62,130
688
$6.36M 0.02%
66,807
-1,492
689
$6.36M 0.02%
173,779
+7,009
690
$6.34M 0.02%
25,402
+4,771
691
$6.33M 0.02%
52,567
+83
692
$6.32M 0.02%
52,868
-8,505
693
$6.31M 0.02%
140,000
+13,666
694
$6.3M 0.02%
480,771
+294,193
695
$6.28M 0.02%
80,932
-852
696
$6.28M 0.02%
196,391
+1,024
697
$6.25M 0.02%
522,033
+337,242
698
$6.24M 0.02%
310,986
+22,370
699
$6.19M 0.02%
48,841
-10,520
700
$6.19M 0.02%
131,013
+7,508
26 27
28
29 30