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
1126
$2.76M 0.01%
21,166
+3,971
1127
$2.76M 0.01%
12,377
+1,742
1128
$2.76M 0.01%
25,778
+738
1129
$2.75M 0.01%
75,650
+5,207
1130
$2.75M 0.01%
36,437
+2,459
1131
$2.75M 0.01%
+13,809
1132
$2.75M 0.01%
83,708
-1,146
1133
$2.74M 0.01%
27,330
+355
1134
$2.74M 0.01%
7,035
+1,501
1135
$2.72M 0.01%
77,249
-1,319
1136
$2.72M 0.01%
108,804
+2,364
1137
$2.72M 0.01%
128,436
+13,041
1138
$2.71M 0.01%
54,043
-6,307
1139
$2.71M 0.01%
43,689
-6,100
1140
$2.71M 0.01%
9,358
+2,593
1141
$2.7M 0.01%
310,028
+3,861
1142
$2.7M 0.01%
1,723
+70
1143
$2.7M 0.01%
29,522
-8,584
1144
$2.7M 0.01%
129,806
+7,819
1145
$2.7M 0.01%
15,099
+1,013
1146
$2.69M 0.01%
24,234
-848
1147
$2.68M 0.01%
42,389
+17,261
1148
$2.68M 0.01%
47,022
-6,205
1149
$2.67M 0.01%
56,306
+2,515
1150
$2.67M 0.01%
28,479
+551
44 45
46
47 48