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
1001
$3.48M 0.01%
44,911
+4,037
1002
$3.47M 0.01%
183,905
-198
1003
$3.47M 0.01%
41,496
+686
1004
$3.46M 0.01%
12,312
-163
1005
$3.46M 0.01%
98,842
+4,139
1006
$3.46M 0.01%
16,060
+1,763
1007
$3.46M 0.01%
50,910
-1,685
1008
$3.44M 0.01%
24,803
-4,227
1009
$3.42M 0.01%
70,266
-16,040
1010
$3.38M 0.01%
114,275
+5,760
1011
$3.37M 0.01%
1,736
+808
1012
$3.37M 0.01%
52,029
+5,398
1013
$3.37M 0.01%
113,919
+10,442
1014
$3.33M 0.01%
124,599
+8,447
1015
$3.33M 0.01%
15,754
+135
1016
$3.33M 0.01%
39,956
+3,696
1017
$3.32M 0.01%
75,565
+753
1018
$3.31M 0.01%
87,837
+3,838
1019
$3.3M 0.01%
37,318
+5,304
1020
$3.3M 0.01%
61,584
+10,876
1021
$3.3M 0.01%
51,625
-5,541
1022
$3.29M 0.01%
39,371
-10,967
1023
$3.29M 0.01%
37,845
-862
1024
$3.29M 0.01%
79,398
-9,467
1025
$3.29M 0.01%
65,417
+13,301
39 40
41
42 43