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
801
$4.94M 0.02%
29,624
-1,110
802
$4.92M 0.02%
96,246
+23,559
803
$4.92M 0.02%
470,155
+137,068
804
$4.91M 0.02%
120,388
-17,142
805
$4.9M 0.02%
95,339
-380
806
$4.9M 0.02%
37,043
+513
807
$4.88M 0.02%
49,775
-25,595
808
$4.87M 0.02%
18,706
-4,012
809
$4.86M 0.02%
193,662
+20,002
810
$4.86M 0.02%
46,276
+2,989
811
$4.84M 0.02%
84,125
+31,893
812
$4.84M 0.02%
400,797
+11,152
813
$4.83M 0.02%
112,661
-2,730
814
$4.81M 0.02%
8,935
-510
815
$4.8M 0.02%
103,226
+58,793
816
$4.79M 0.02%
5,401
+644
817
$4.79M 0.02%
28,333
-22,673
818
$4.77M 0.02%
143,158
+119,308
819
$4.74M 0.02%
239,284
+143,067
820
$4.73M 0.02%
53,063
-639
821
$4.72M 0.02%
218,334
+2,303
822
$4.7M 0.02%
64,423
+4,709
823
$4.69M 0.02%
91,846
-2,003
824
$4.68M 0.02%
199,875
-275,191
825
$4.68M 0.02%
125,840
-19,815
31 32
33
34 35