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
1501
$1.64M 0.01%
28,945
+1,093
1502
$1.64M 0.01%
23,530
-7,372
1503
$1.64M 0.01%
1,773
-3,517
1504
$1.64M 0.01%
+7,897
1505
$1.64M 0.01%
13,252
-2,387
1506
$1.64M 0.01%
57,159
-27,649
1507
$1.63M 0.01%
49,504
-33,332
1508
$1.63M 0.01%
31,102
-3,059
1509
$1.63M 0.01%
9,383
+4,665
1510
$1.63M 0.01%
12,644
-3,143
1511
$1.63M 0.01%
63,097
+563
1512
$1.62M 0.01%
114,893
+2,611
1513
$1.62M 0.01%
41,507
-25,015
1514
$1.62M 0.01%
11,981
+2,759
1515
$1.62M 0.01%
75,078
+22,935
1516
$1.62M 0.01%
49,009
-3,644
1517
$1.61M 0.01%
83,697
+24,211
1518
$1.61M 0.01%
138,728
-20,508
1519
$1.61M 0.01%
31,533
-5,189
1520
$1.61M 0.01%
101,787
+10,065
1521
$1.61M 0.01%
+57,663
1522
$1.6M 0.01%
5,065
-796
1523
$1.6M 0.01%
5,574
-191
1524
$1.6M 0.01%
30,099
+11,143
1525
$1.6M 0.01%
45,669
+9,793
59 60
61
62 63