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
776
$5.2M 0.02%
132,978
+12,612
777
$5.19M 0.02%
141,725
+487
778
$5.19M 0.02%
111,631
-23,278
779
$5.19M 0.02%
136,976
+1,432
780
$5.18M 0.02%
379,704
+28,181
781
$5.18M 0.02%
180,283
+5,829
782
$5.17M 0.02%
4,973
+249
783
$5.16M 0.02%
109,653
+562
784
$5.11M 0.02%
138,690
-2,213
785
$5.11M 0.02%
44,621
+1,799
786
$5.1M 0.02%
346,659
-34,235
787
$5.09M 0.02%
128,424
-6,219
788
$5.08M 0.02%
348,783
+19,121
789
$5.08M 0.02%
274,889
-38,239
790
$5.06M 0.02%
57,340
+1,785
791
$5.05M 0.02%
187,605
-465
792
$5.05M 0.02%
28,485
+297
793
$5.03M 0.02%
+240,030
794
$5.03M 0.02%
148,516
+9,280
795
$5.03M 0.02%
28,550
-2,600
796
$5M 0.02%
45,404
-1,586
797
$4.99M 0.02%
61,373
+7,809
798
$4.98M 0.02%
35,645
-544
799
$4.96M 0.02%
122,359
-3,484
800
$4.95M 0.02%
79,776
-1,130
30 31
32
33 34