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
1101
$2.88M 0.01%
28,113
+2,509
1102
$2.88M 0.01%
28,352
+4
1103
$2.88M 0.01%
52,797
-2,433
1104
$2.87M 0.01%
130,280
+67,217
1105
$2.87M 0.01%
19,037
+1,309
1106
$2.87M 0.01%
60,289
-1,703
1107
$2.86M 0.01%
13,320
-489
1108
$2.86M 0.01%
79,727
-3,546
1109
$2.85M 0.01%
64,271
+5,128
1110
$2.85M 0.01%
11,872
+509
1111
$2.84M 0.01%
14,376
-4,410
1112
$2.84M 0.01%
+129,573
1113
$2.83M 0.01%
163,277
-4,140
1114
$2.82M 0.01%
14,563
+5,931
1115
$2.82M 0.01%
30,906
-314
1116
$2.81M 0.01%
8,131
+146
1117
$2.81M 0.01%
95,915
+4,117
1118
$2.81M 0.01%
109,596
-2,214
1119
$2.8M 0.01%
45,513
+2,830
1120
$2.79M 0.01%
17,360
+10,499
1121
$2.79M 0.01%
65,706
+2,906
1122
$2.79M 0.01%
32,074
+3,011
1123
$2.78M 0.01%
32,834
+1,013
1124
$2.77M 0.01%
12,491
+603
1125
$2.77M 0.01%
44,666
-744
43 44
45
46 47