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
751
$5.48M 0.02%
134,060
-13,028
752
$5.47M 0.02%
203,878
-77,150
753
$5.45M 0.02%
106,645
+3,597
754
$5.42M 0.02%
22,468
-1,621
755
$5.42M 0.02%
37,030
+1,504
756
$5.39M 0.02%
200,128
+106,874
757
$5.37M 0.02%
117,721
-9,820
758
$5.37M 0.02%
32,470
+1,352
759
$5.37M 0.02%
78,580
-9,708
760
$5.34M 0.02%
169,257
+2,247
761
$5.33M 0.02%
194,997
+47,858
762
$5.32M 0.02%
142,757
+128,752
763
$5.3M 0.02%
47,344
-2,484
764
$5.3M 0.02%
37,737
+2,302
765
$5.29M 0.02%
249,988
+31,641
766
$5.26M 0.02%
59,961
-16,456
767
$5.25M 0.02%
72,522
-4,749
768
$5.25M 0.02%
42,346
+3,536
769
$5.24M 0.02%
103,760
+7,019
770
$5.24M 0.02%
133,456
+5,762
771
$5.24M 0.02%
54,370
-41,582
772
$5.24M 0.02%
106,048
+56,418
773
$5.23M 0.02%
41,481
-875
774
$5.21M 0.02%
38,992
-15,928
775
$5.21M 0.02%
422,688
+98,962
29 30
31
32 33