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
701
$6.19M 0.02%
63,036
+37,499
702
$6.19M 0.02%
804,593
-60,979
703
$6.15M 0.02%
318,058
-3,625
704
$6.14M 0.02%
134,473
-22,412
705
$6.14M 0.02%
21,605
+177
706
$6.11M 0.02%
33,639
+13,364
707
$6.1M 0.02%
216,854
+68,430
708
$6.09M 0.02%
74,395
+3,350
709
$6.09M 0.02%
74,039
-24,177
710
$6.08M 0.02%
52,867
+1,827
711
$6.02M 0.02%
103,060
+14,797
712
$6.01M 0.02%
186,935
+30,420
713
$6M 0.02%
222,373
+173,504
714
$6M 0.02%
152,990
-4,694
715
$5.99M 0.02%
1,472,784
+182,509
716
$5.98M 0.02%
264,740
+159,247
717
$5.97M 0.02%
973,971
-12,681
718
$5.95M 0.02%
66,741
+582
719
$5.93M 0.02%
91,264
-1,979
720
$5.91M 0.02%
194,856
+25,392
721
$5.91M 0.02%
248,479
+30,256
722
$5.9M 0.02%
390,914
-156
723
$5.89M 0.02%
234,841
-2,075
724
$5.87M 0.02%
74,138
+33,836
725
$5.85M 0.02%
306,419
+23,619
27 28
29
30 31