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
1026
$3.28M 0.01%
119,593
-1,349
1027
$3.28M 0.01%
20,123
+1,084
1028
$3.28M 0.01%
23,359
-1,339
1029
$3.27M 0.01%
122,725
-276,276
1030
$3.27M 0.01%
51,327
-137,310
1031
$3.27M 0.01%
26,991
-81
1032
$3.26M 0.01%
221,812
-7,718
1033
$3.25M 0.01%
51,356
+10,836
1034
$3.25M 0.01%
22,402
+175
1035
$3.24M 0.01%
157,563
+4,500
1036
$3.23M 0.01%
31,098
-585
1037
$3.23M 0.01%
49,539
+9,047
1038
$3.23M 0.01%
8,750
+561
1039
$3.22M 0.01%
91,234
+2,939
1040
$3.21M 0.01%
65,484
+1,525
1041
$3.21M 0.01%
327
+13
1042
$3.21M 0.01%
129,330
+31,322
1043
$3.2M 0.01%
45,793
-3,487
1044
$3.2M 0.01%
13,102
-3,966
1045
$3.2M 0.01%
48,917
-14,512
1046
$3.2M 0.01%
98,955
-8,735
1047
$3.19M 0.01%
57,982
+10,603
1048
$3.19M 0.01%
249,206
+16,307
1049
$3.18M 0.01%
39,649
-27,498
1050
$3.17M 0.01%
120,955
-7,291
40 41
42
43 44