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
976
$3.64M 0.01%
513,125
-87,086
977
$3.64M 0.01%
151,043
+39,887
978
$3.64M 0.01%
25,949
-206
979
$3.63M 0.01%
266,281
-40,532
980
$3.61M 0.01%
27,280
-115
981
$3.61M 0.01%
182,584
+1,975
982
$3.61M 0.01%
148,048
+52,000
983
$3.6M 0.01%
97,639
+12,483
984
$3.6M 0.01%
+142,563
985
$3.58M 0.01%
75,165
+39,560
986
$3.58M 0.01%
66,730
-629
987
$3.57M 0.01%
92,344
-4,593
988
$3.57M 0.01%
32,739
-5,963
989
$3.56M 0.01%
104,523
+1,974
990
$3.56M 0.01%
52,292
-1,082
991
$3.56M 0.01%
17,045
+595
992
$3.55M 0.01%
257,300
+1,299
993
$3.55M 0.01%
82,873
-506
994
$3.54M 0.01%
250,765
+34,756
995
$3.53M 0.01%
43,762
-8,704
996
$3.53M 0.01%
13,783
+399
997
$3.5M 0.01%
25,425
-232
998
$3.49M 0.01%
558,407
-1,207
999
$3.48M 0.01%
85,689
-31,569
1000
$3.48M 0.01%
96,527
+11,814
38 39
40
41 42