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
876
$4.34M 0.01%
212,328
+42,753
877
$4.34M 0.01%
103,541
-2,158
878
$4.33M 0.01%
133,524
+117,465
879
$4.33M 0.01%
180,799
+11,669
880
$4.33M 0.01%
43,185
+11,755
881
$4.32M 0.01%
93,530
+18,425
882
$4.31M 0.01%
129,862
+44,260
883
$4.29M 0.01%
84,246
+74,848
884
$4.29M 0.01%
24,925
+7,936
885
$4.28M 0.01%
124,230
+10,966
886
$4.27M 0.01%
61,639
-453
887
$4.27M 0.01%
74,781
-5,982
888
$4.27M 0.01%
169,306
-598,783
889
$4.26M 0.01%
41,183
-114
890
$4.25M 0.01%
132,232
+3,095
891
$4.24M 0.01%
36,936
-3,799
892
$4.24M 0.01%
333,669
+50,892
893
$4.24M 0.01%
469,631
-32,577
894
$4.23M 0.01%
23,504
-1,819
895
$4.22M 0.01%
7,236
+2,806
896
$4.22M 0.01%
55,057
-559
897
$4.21M 0.01%
62,814
-9,212
898
$4.21M 0.01%
69,359
-3,683
899
$4.21M 0.01%
26,480
-6,782
900
$4.21M 0.01%
65,096
-19,224
34 35
36
37 38