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
1226
$2.35M 0.01%
88,183
+7
1227
$2.35M 0.01%
22,653
+963
1228
$2.35M 0.01%
34,341
+1,396
1229
$2.34M 0.01%
38,112
+335
1230
$2.33M 0.01%
18,808
-3,572
1231
$2.33M 0.01%
162,057
-268,992
1232
$2.33M 0.01%
75,384
+1,694
1233
$2.33M 0.01%
25,095
-23
1234
$2.32M 0.01%
45,974
-6,663
1235
$2.32M 0.01%
36,933
-661
1236
$2.31M 0.01%
96,545
-33,930
1237
$2.31M 0.01%
57,791
+27,746
1238
$2.31M 0.01%
53,656
-2,100
1239
$2.31M 0.01%
181,099
+61,308
1240
$2.31M 0.01%
33,050
-11,565
1241
$2.3M 0.01%
47,559
+9,061
1242
$2.3M 0.01%
64,950
-3,096
1243
$2.3M 0.01%
118,875
-1,890
1244
$2.29M 0.01%
100,317
+11,379
1245
$2.28M 0.01%
11,493
-1,703
1246
$2.28M 0.01%
36,574
+2,565
1247
$2.28M 0.01%
136,023
+1,032
1248
$2.28M 0.01%
14,006
-1,206
1249
$2.28M 0.01%
73,608
+24,386
1250
$2.28M 0.01%
16,309
+468
48 49
50
51 52