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
1076
$3.04M 0.01%
48,967
+452
1077
$3.04M 0.01%
7,782
+3,334
1078
$3.03M 0.01%
+115,347
1079
$3.03M 0.01%
+70,959
1080
$3.03M 0.01%
129,723
-17,415
1081
$3M 0.01%
101,950
-186
1082
$3M 0.01%
39,601
-3,078
1083
$3M 0.01%
252,574
+2,661
1084
$3M 0.01%
152,500
+14,878
1085
$2.99M 0.01%
48,673
-121
1086
$2.98M 0.01%
91,824
+313
1087
$2.98M 0.01%
6,343
-168
1088
$2.96M 0.01%
209,017
+14,658
1089
$2.96M 0.01%
101,239
-7,631
1090
$2.96M 0.01%
253,492
+199
1091
$2.96M 0.01%
25,160
+5,855
1092
$2.95M 0.01%
21,815
-16,980
1093
$2.93M 0.01%
58,869
+2,344
1094
$2.93M 0.01%
112,616
+771
1095
$2.92M 0.01%
128,005
+14,315
1096
$2.91M 0.01%
46,997
-2,670
1097
$2.91M 0.01%
66,106
+1,410
1098
$2.9M 0.01%
42,628
-351
1099
$2.9M 0.01%
156,822
-3,598
1100
$2.88M 0.01%
44,200
+5,911
42 43
44
45 46