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
1201
$2.43M 0.01%
98,440
-4,839
1202
$2.43M 0.01%
284,985
+50
1203
$2.43M 0.01%
96,160
+10,045
1204
$2.43M 0.01%
133,659
-5,955
1205
$2.42M 0.01%
58,563
+12,484
1206
$2.42M 0.01%
75,188
-86,166
1207
$2.42M 0.01%
25,210
+3,312
1208
$2.41M 0.01%
16,885
+1,189
1209
$2.41M 0.01%
10,515
+2,002
1210
$2.41M 0.01%
+43,394
1211
$2.4M 0.01%
20,868
-2,567
1212
$2.4M 0.01%
36,354
+7,254
1213
$2.39M 0.01%
45,050
+2,687
1214
$2.39M 0.01%
32,940
+1,345
1215
$2.39M 0.01%
37,816
+4,437
1216
$2.38M 0.01%
51,914
+5,872
1217
$2.38M 0.01%
27,963
-8,616
1218
$2.38M 0.01%
54,424
+6,514
1219
$2.38M 0.01%
27,598
-2
1220
$2.38M 0.01%
475,367
-36,057
1221
$2.36M 0.01%
65,187
-1,121
1222
$2.36M 0.01%
103,954
-3,676
1223
$2.36M 0.01%
89,418
-311,733
1224
$2.35M 0.01%
102,920
+72,569
1225
$2.35M 0.01%
105,645
+13,413
47 48
49
50 51