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
1176
$2.53M 0.01%
21,367
-4,260
1177
$2.53M 0.01%
16,329
+981
1178
$2.53M 0.01%
131,825
-5,613
1179
$2.52M 0.01%
450,241
-2,688
1180
$2.51M 0.01%
57,931
-36,342
1181
$2.51M 0.01%
13,932
-704
1182
$2.5M 0.01%
107,465
-330,127
1183
$2.5M 0.01%
20,879
-48
1184
$2.5M 0.01%
40,772
-2,931
1185
$2.5M 0.01%
19,340
-2,473
1186
$2.5M 0.01%
16,855
-1,122
1187
$2.5M 0.01%
122,436
+9,648
1188
$2.49M 0.01%
58,180
+3,243
1189
$2.48M 0.01%
424,407
+43,918
1190
$2.48M 0.01%
5,229
-4,427
1191
$2.48M 0.01%
+50,206
1192
$2.47M 0.01%
5,741
-184
1193
$2.47M 0.01%
30,282
-118
1194
$2.47M 0.01%
251,592
-24,023
1195
$2.47M 0.01%
4,881
-556
1196
$2.47M 0.01%
49,179
+4,932
1197
$2.46M 0.01%
744,441
+319,109
1198
$2.46M 0.01%
102,219
+54,176
1199
$2.44M 0.01%
21,686
+15,618
1200
$2.44M 0.01%
49,936
-20,626
46 47
48
49 50