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
1401
$1.87M 0.01%
226,866
-69,662
1402
$1.87M 0.01%
25,073
+4,917
1403
$1.87M 0.01%
16,946
-6,126
1404
$1.86M 0.01%
15,570
+564
1405
$1.86M 0.01%
28,996
+1,167
1406
$1.86M 0.01%
17,990
-6,558
1407
$1.86M 0.01%
52,366
+2,346
1408
$1.85M 0.01%
17,816
-394
1409
$1.85M 0.01%
3,949
+552
1410
$1.84M 0.01%
43,719
+962
1411
$1.84M 0.01%
27,492
-10,693
1412
$1.84M 0.01%
3,743
+80
1413
$1.84M 0.01%
57,940
+11,845
1414
$1.84M 0.01%
18,612
-2,109
1415
$1.84M 0.01%
3,993
+2,117
1416
$1.83M 0.01%
21,445
+154
1417
$1.83M 0.01%
175,705
+4,566
1418
$1.83M 0.01%
31,144
+13,046
1419
$1.83M 0.01%
31,037
-2,731
1420
$1.83M 0.01%
46,799
+434
1421
$1.83M 0.01%
14,709
-334
1422
$1.83M 0.01%
27,513
+3,481
1423
$1.82M 0.01%
69,827
+1,184
1424
$1.81M 0.01%
10,143
-482
1425
$1.81M 0.01%
72,284
-2,372
55 56
57
58 59