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
1251
$2.27M 0.01%
80,984
+10,965
1252
$2.27M 0.01%
61,101
-180
1253
$2.27M 0.01%
98,682
-678
1254
$2.27M 0.01%
137,984
+4,746
1255
$2.27M 0.01%
21,180
+1,092
1256
$2.27M 0.01%
53,482
+5,616
1257
$2.27M 0.01%
46,924
+457
1258
$2.26M 0.01%
51,041
+7,255
1259
$2.26M 0.01%
64,048
+65
1260
$2.26M 0.01%
24,262
-111
1261
$2.26M 0.01%
34,508
-4,655
1262
$2.25M 0.01%
64,625
-8,979
1263
$2.25M 0.01%
88,065
+36,943
1264
$2.25M 0.01%
66,703
+4,239
1265
$2.25M 0.01%
921,373
+365,756
1266
$2.25M 0.01%
105,632
-15,590
1267
$2.24M 0.01%
55,096
+5,824
1268
$2.23M 0.01%
295,704
+148,685
1269
$2.23M 0.01%
9,154
+1,302
1270
$2.23M 0.01%
36,719
-34,432
1271
$2.22M 0.01%
95,044
-14,006
1272
$2.22M 0.01%
12,898
+2,448
1273
$2.22M 0.01%
43,302
-1,315
1274
$2.22M 0.01%
46,985
+4,562
1275
$2.21M 0.01%
5,979
-9,427
49 50
51
52 53