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
851
$4.53M 0.02%
11,640
-1,045
852
$4.5M 0.02%
172,820
+1,724
853
$4.5M 0.02%
177,113
+2,568
854
$4.49M 0.02%
87,106
-15,913
855
$4.48M 0.02%
124,921
+4,029
856
$4.48M 0.02%
147,667
-11,150
857
$4.48M 0.02%
144,007
+7,693
858
$4.45M 0.02%
40,832
-806
859
$4.45M 0.02%
122,957
-186,588
860
$4.45M 0.02%
62,153
+17,158
861
$4.44M 0.02%
164,246
+13,370
862
$4.43M 0.02%
16,886
+1,515
863
$4.43M 0.02%
181,096
-3,850
864
$4.42M 0.02%
113,530
-15,190
865
$4.42M 0.02%
34,512
+3,222
866
$4.41M 0.02%
132,828
+17,253
867
$4.4M 0.02%
24,716
-295
868
$4.38M 0.01%
15,895
+1,331
869
$4.38M 0.01%
29,248
+9
870
$4.38M 0.01%
101,134
-2,247
871
$4.37M 0.01%
90,030
+1,727
872
$4.37M 0.01%
15,080
+676
873
$4.36M 0.01%
8,604
+1,038
874
$4.35M 0.01%
25,443
+8,066
875
$4.34M 0.01%
64,183
-4,459
33 34
35
36 37