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
726
$5.85M 0.02%
42,203
-4,170
727
$5.84M 0.02%
17,863
+602
728
$5.82M 0.02%
46,839
+38,097
729
$5.82M 0.02%
57,086
+29,187
730
$5.82M 0.02%
74,492
+283
731
$5.8M 0.02%
112,521
+547
732
$5.79M 0.02%
60,596
-899
733
$5.77M 0.02%
150,578
-7,040
734
$5.73M 0.02%
24,491
-1,665
735
$5.72M 0.02%
138,987
+11,612
736
$5.72M 0.02%
83,314
-3,582
737
$5.71M 0.02%
61,169
+5,585
738
$5.7M 0.02%
169,494
+36,640
739
$5.68M 0.02%
172,712
+623
740
$5.64M 0.02%
222,752
+7,194
741
$5.62M 0.02%
5,344
+163
742
$5.61M 0.02%
83,739
+1,761
743
$5.61M 0.02%
66,786
-17,065
744
$5.6M 0.02%
50,753
+29,061
745
$5.6M 0.02%
176,908
-68,886
746
$5.55M 0.02%
150,954
-7,556
747
$5.55M 0.02%
28,784
+13,215
748
$5.54M 0.02%
62,413
+47,962
749
$5.53M 0.02%
249,604
+5,297
750
$5.49M 0.02%
142,361
+32,793
28 29
30
31 32