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
951
$3.86M 0.01%
67,415
-2,975
952
$3.85M 0.01%
104,581
+6,813
953
$3.85M 0.01%
100,839
-2,935
954
$3.83M 0.01%
129,218
-18,645
955
$3.82M 0.01%
71,942
-5,826
956
$3.82M 0.01%
72,580
+7,373
957
$3.81M 0.01%
40,214
-2,393
958
$3.8M 0.01%
9,356
-957
959
$3.77M 0.01%
155,360
+38,668
960
$3.75M 0.01%
8,346
-2,588
961
$3.74M 0.01%
74,170
+6,779
962
$3.74M 0.01%
34,550
-791
963
$3.74M 0.01%
23,281
+9,310
964
$3.73M 0.01%
89,130
+13,999
965
$3.73M 0.01%
58,748
+396
966
$3.72M 0.01%
52,686
-21,355
967
$3.71M 0.01%
104,022
-44,722
968
$3.71M 0.01%
69,044
+35,326
969
$3.71M 0.01%
33,827
-30,035
970
$3.68M 0.01%
23,369
-865
971
$3.68M 0.01%
127,456
+94,766
972
$3.67M 0.01%
2,862
+505
973
$3.67M 0.01%
454,322
+4,098
974
$3.67M 0.01%
60,005
-15,302
975
$3.65M 0.01%
420,994
-24,884
37 38
39
40 41