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
926
$4.05M 0.01%
101,655
-4,907
927
$4.05M 0.01%
50,290
-10,433
928
$4.03M 0.01%
121,904
-1,174
929
$4.01M 0.01%
46,547
+1,532
930
$4.01M 0.01%
123,272
+2,831
931
$4.01M 0.01%
22,507
-3,163
932
$4.01M 0.01%
85,325
-10,699
933
$4M 0.01%
11,176
+8,589
934
$4M 0.01%
54,786
+319
935
$4M 0.01%
+39,637
936
$4M 0.01%
65,767
+20,141
937
$3.98M 0.01%
245,572
-57,131
938
$3.96M 0.01%
49,190
+1,675
939
$3.96M 0.01%
30,837
-4,216
940
$3.96M 0.01%
169,963
+28,940
941
$3.95M 0.01%
26,614
+13,316
942
$3.94M 0.01%
127,916
+20,268
943
$3.92M 0.01%
93,918
-6,079
944
$3.92M 0.01%
14,448
-10,276
945
$3.9M 0.01%
150,230
-7,675
946
$3.88M 0.01%
119,980
-17,403
947
$3.88M 0.01%
113,679
-26,406
948
$3.87M 0.01%
470,378
+25,830
949
$3.86M 0.01%
19,238
-12,743
950
$3.86M 0.01%
15,427
+508
36 37
38
39 40