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
1351
$1.99M 0.01%
41,568
+6,238
1352
$1.98M 0.01%
104,635
-5,552
1353
$1.98M 0.01%
131,017
+55,744
1354
$1.98M 0.01%
13,153
+202
1355
$1.98M 0.01%
69,877
-872
1356
$1.98M 0.01%
40,795
+1,091
1357
$1.97M 0.01%
207,798
+24,198
1358
$1.97M 0.01%
48,695
-2,798
1359
$1.97M 0.01%
41,002
+11,132
1360
$1.97M 0.01%
51,607
-6,540
1361
$1.96M 0.01%
52,059
+2,289
1362
$1.96M 0.01%
33,551
+3,697
1363
$1.96M 0.01%
18,460
-10,140
1364
$1.96M 0.01%
38,158
+6,895
1365
$1.96M 0.01%
83,100
+30,800
1366
$1.96M 0.01%
14,901
+813
1367
$1.95M 0.01%
47,478
-26,260
1368
$1.95M 0.01%
72,964
+11,042
1369
$1.95M 0.01%
74,397
-634
1370
$1.94M 0.01%
75,660
-12,945
1371
$1.94M 0.01%
27,243
-15,589
1372
$1.94M 0.01%
79,734
+5,427
1373
$1.93M 0.01%
46,724
+6,526
1374
$1.93M 0.01%
123,563
+2,922
1375
$1.93M 0.01%
191,861
+3,389
53 54
55
56 57