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
1151
$2.67M 0.01%
40,945
+13,143
1152
$2.66M 0.01%
59,838
+13,158
1153
$2.64M 0.01%
49,164
-24,794
1154
$2.63M 0.01%
100,845
+195
1155
$2.63M 0.01%
62,592
-545
1156
$2.63M 0.01%
69,951
+892
1157
$2.62M 0.01%
70,694
+651
1158
$2.62M 0.01%
56,448
-18,236
1159
$2.62M 0.01%
211,193
+16,482
1160
$2.61M 0.01%
44,416
-41,303
1161
$2.61M 0.01%
36,170
+5,130
1162
$2.61M 0.01%
58,036
-19,835
1163
$2.6M 0.01%
71,111
+17,036
1164
$2.6M 0.01%
100,509
-10,497
1165
$2.6M 0.01%
82,518
+12,343
1166
$2.59M 0.01%
19,971
-9,735
1167
$2.58M 0.01%
15,502
-3,189
1168
$2.58M 0.01%
83,210
-13,463
1169
$2.56M 0.01%
57,028
+1,972
1170
$2.55M 0.01%
61,404
+127
1171
$2.55M 0.01%
51,819
+23,006
1172
$2.54M 0.01%
118,015
-56,710
1173
$2.54M 0.01%
2,870
-240
1174
$2.54M 0.01%
60,263
+36,754
1175
$2.54M 0.01%
89,364
-9,310
45 46
47
48 49