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
1326
$2.06M 0.01%
333,603
+38,457
1327
$2.06M 0.01%
66,685
-111,296
1328
$2.05M 0.01%
44,205
+22,072
1329
$2.05M 0.01%
35,173
-13,835
1330
$2.05M 0.01%
34,452
-653
1331
$2.04M 0.01%
122,646
+9,782
1332
$2.04M 0.01%
61,682
-3,487
1333
$2.03M 0.01%
+45,681
1334
$2.03M 0.01%
29,945
+10,592
1335
$2.02M 0.01%
+305,539
1336
$2.02M 0.01%
378,177
-504,775
1337
$2.02M 0.01%
17,266
+11,029
1338
$2.02M 0.01%
87,386
+6,522
1339
$2.02M 0.01%
31,497
+1,469
1340
$2.02M 0.01%
228,523
-8,172
1341
$2.02M 0.01%
87,360
+3,248
1342
$2.01M 0.01%
56,733
-107
1343
$2M 0.01%
78,875
-48
1344
$2M 0.01%
79,124
+13,733
1345
$2M 0.01%
41,648
+1,835
1346
$2M 0.01%
54,117
-2,962
1347
$1.99M 0.01%
8,913
+510
1348
$1.99M 0.01%
67,964
+199
1349
$1.99M 0.01%
46,660
+20,457
1350
$1.99M 0.01%
93,969
+4,814
52 53
54
55 56