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
1301
$2.13M 0.01%
41,892
+3,574
1302
$2.12M 0.01%
12,942
+3,731
1303
$2.12M 0.01%
63,351
-450
1304
$2.12M 0.01%
33,462
+2,381
1305
$2.12M 0.01%
61,465
-935
1306
$2.11M 0.01%
48,835
-4,941
1307
$2.11M 0.01%
60,779
+3,279
1308
$2.1M 0.01%
41,804
+10,374
1309
$2.1M 0.01%
49,562
+4,106
1310
$2.1M 0.01%
82,298
+19,276
1311
$2.1M 0.01%
36,456
+4,295
1312
$2.1M 0.01%
83,439
+27,118
1313
$2.1M 0.01%
42,850
+18,688
1314
$2.1M 0.01%
42,988
-23,876
1315
$2.09M 0.01%
35,096
+5,537
1316
$2.09M 0.01%
39,491
+2,303
1317
$2.08M 0.01%
32,054
+1,982
1318
$2.08M 0.01%
99,537
-1,344
1319
$2.08M 0.01%
31,488
+2,324
1320
$2.07M 0.01%
32,636
-776
1321
$2.07M 0.01%
88,291
+503
1322
$2.07M 0.01%
7,646
+3,823
1323
$2.06M 0.01%
184,666
-5,239
1324
$2.06M 0.01%
37,316
+127
1325
$2.06M 0.01%
15,547
-884
51 52
53
54 55