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
1376
$1.93M 0.01%
51,157
-9,138
1377
$1.93M 0.01%
+75,138
1378
$1.92M 0.01%
58,666
+1,357
1379
$1.92M 0.01%
62,360
+53,343
1380
$1.92M 0.01%
64,530
-2,540
1381
$1.92M 0.01%
24,190
-5,701
1382
$1.92M 0.01%
64,431
-6,387
1383
$1.92M 0.01%
50,558
+20,907
1384
$1.92M 0.01%
48,618
-152
1385
$1.91M 0.01%
45,641
-8,964
1386
$1.91M 0.01%
62,135
+9,451
1387
$1.91M 0.01%
14,342
+2,338
1388
$1.91M 0.01%
36,561
+14,300
1389
$1.9M 0.01%
95,511
-54,357
1390
$1.9M 0.01%
3,258
+2,064
1391
$1.9M 0.01%
31,179
-725
1392
$1.9M 0.01%
19,042
-4,510
1393
$1.89M 0.01%
19,251
+4,129
1394
$1.89M 0.01%
39,401
-1,659
1395
$1.89M 0.01%
78,900
-9,808
1396
$1.88M 0.01%
83,821
-2,068
1397
$1.88M 0.01%
53,149
+1,965
1398
$1.88M 0.01%
87,227
+449
1399
$1.88M 0.01%
64,538
-8,265
1400
$1.87M 0.01%
47,543
+62
54 55
56
57 58