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
1476
$1.71M 0.01%
142,669
+12,736
1477
$1.71M 0.01%
49,438
-2,776
1478
$1.7M 0.01%
56,102
+1,608
1479
$1.7M 0.01%
7,867
+4,666
1480
$1.7M 0.01%
39,183
-12,338
1481
$1.7M 0.01%
114,995
+2,618
1482
$1.7M 0.01%
61,873
+5,634
1483
$1.69M 0.01%
37,213
+6,814
1484
$1.69M 0.01%
76,997
+6,570
1485
$1.69M 0.01%
44,972
+7,703
1486
$1.69M 0.01%
38,300
+115
1487
$1.69M 0.01%
53,149
-1,463
1488
$1.69M 0.01%
44,314
+5,023
1489
$1.68M 0.01%
42,703
-7,270
1490
$1.68M 0.01%
198,688
+10,637
1491
$1.68M 0.01%
152,234
+41,014
1492
$1.67M 0.01%
106,675
+6,906
1493
$1.67M 0.01%
59,898
+8,053
1494
$1.67M 0.01%
71,816
+29,491
1495
$1.66M 0.01%
9,792
+3,188
1496
$1.65M 0.01%
40,566
+14
1497
$1.65M 0.01%
13,896
-19,730
1498
$1.65M 0.01%
6,156
-145
1499
$1.65M 0.01%
66,467
-4,458
1500
$1.65M 0.01%
33,800
+1,104
58 59
60
61 62