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
901
$4.2M 0.01%
83,339
-15,225
902
$4.2M 0.01%
44,213
+39,385
903
$4.19M 0.01%
224,673
+13,517
904
$4.17M 0.01%
115,818
-2,571
905
$4.17M 0.01%
86,630
+16,500
906
$4.16M 0.01%
309,730
-1,149,727
907
$4.16M 0.01%
+168,143
908
$4.16M 0.01%
61,896
-39,161
909
$4.15M 0.01%
28,571
+460
910
$4.14M 0.01%
209,905
+4,166
911
$4.13M 0.01%
62,800
+2,122
912
$4.13M 0.01%
255,650
-13,421
913
$4.12M 0.01%
74,162
+20,829
914
$4.11M 0.01%
154,311
+8,432
915
$4.1M 0.01%
312,961
+8,019
916
$4.09M 0.01%
29,313
-2,146
917
$4.09M 0.01%
118,351
+68,119
918
$4.08M 0.01%
100,279
+1,279
919
$4.08M 0.01%
100,692
-862
920
$4.07M 0.01%
64,932
-6,145
921
$4.07M 0.01%
10,174
+780
922
$4.06M 0.01%
19,092
-1,353
923
$4.06M 0.01%
39,297
-7,457
924
$4.05M 0.01%
7,284
-668
925
$4.05M 0.01%
126,040
-5,109
35 36
37
38 39