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
1451
$1.77M 0.01%
41,613
-4,853
1452
$1.77M 0.01%
112,503
+8,240
1453
$1.76M 0.01%
53,405
-2,159
1454
$1.76M 0.01%
39,065
-17,389
1455
$1.76M 0.01%
44,810
+222
1456
$1.75M 0.01%
88,020
-12,668
1457
$1.75M 0.01%
55,569
+21,047
1458
$1.75M 0.01%
151,533
+80,310
1459
$1.75M 0.01%
49,861
+699
1460
$1.74M 0.01%
+70,223
1461
$1.74M 0.01%
14,519
+514
1462
$1.74M 0.01%
43,407
+2,549
1463
$1.74M 0.01%
113,648
+20,986
1464
$1.73M 0.01%
25,858
-3,788
1465
$1.73M 0.01%
54,637
+12,886
1466
$1.73M 0.01%
33,273
-17
1467
$1.72M 0.01%
19,232
-36,533
1468
$1.72M 0.01%
+61,123
1469
$1.72M 0.01%
39,467
-64,345
1470
$1.72M 0.01%
+39,025
1471
$1.72M 0.01%
62,331
-116,118
1472
$1.72M 0.01%
50,504
-3,133
1473
$1.71M 0.01%
67,491
-16,035
1474
$1.71M 0.01%
84,428
+6,068
1475
$1.71M 0.01%
12,617
+610
57 58
59
60 61