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
1051
$3.17M 0.01%
37,809
-6,141
1052
$3.17M 0.01%
38,434
+18,614
1053
$3.17M 0.01%
11,798
+326
1054
$3.16M 0.01%
121,978
-31,011
1055
$3.16M 0.01%
72,121
-27,251
1056
$3.16M 0.01%
17,640
+238
1057
$3.13M 0.01%
67,381
-7,587
1058
$3.13M 0.01%
97,111
+611
1059
$3.12M 0.01%
44,123
+2,615
1060
$3.12M 0.01%
12,973
-11,941
1061
$3.11M 0.01%
80,744
+2,424
1062
$3.1M 0.01%
368,505
-18,935
1063
$3.1M 0.01%
107,887
+25,900
1064
$3.1M 0.01%
16,151
-2,338
1065
$3.09M 0.01%
10,525
-116
1066
$3.08M 0.01%
60,862
+21,877
1067
$3.07M 0.01%
50,262
-1,698
1068
$3.07M 0.01%
270,665
+3,578
1069
$3.07M 0.01%
17,914
-1,746
1070
$3.07M 0.01%
64,292
+7,700
1071
$3.06M 0.01%
81,624
-2,019
1072
$3.06M 0.01%
126,924
+2,852
1073
$3.05M 0.01%
31,836
-6,223
1074
$3.05M 0.01%
166,982
-41,148
1075
$3.05M 0.01%
24,432
+350
41 42
43
44 45