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
1276
$2.21M 0.01%
1,550
-1,241
1277
$2.21M 0.01%
63,771
-15,369
1278
$2.2M 0.01%
10,743
+1,452
1279
$2.2M 0.01%
64,915
+12,759
1280
$2.2M 0.01%
26,274
+3,448
1281
$2.2M 0.01%
238,732
-6,938
1282
$2.19M 0.01%
26,577
-4,993
1283
$2.19M 0.01%
57,545
-16,730
1284
$2.19M 0.01%
85,320
+66,814
1285
$2.18M 0.01%
16,226
-936
1286
$2.18M 0.01%
98,033
+25,804
1287
$2.18M 0.01%
45,409
+3,420
1288
$2.18M 0.01%
29,268
+12,983
1289
$2.16M 0.01%
57,141
-171,400
1290
$2.16M 0.01%
27,245
+3,845
1291
$2.15M 0.01%
152,460
+46,968
1292
$2.15M 0.01%
273,905
+13,407
1293
$2.15M 0.01%
59,814
+1,214
1294
$2.15M 0.01%
52,325
-14,920
1295
$2.15M 0.01%
92,830
-34,984
1296
$2.15M 0.01%
66,879
-2,705
1297
$2.14M 0.01%
54,933
+4,119
1298
$2.14M 0.01%
47,399
-20,266
1299
$2.13M 0.01%
97,217
-583
1300
$2.13M 0.01%
29,714
-455
50 51
52
53 54