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
1526
$1.6M 0.01%
70,062
+8,107
1527
$1.6M 0.01%
28,240
-4,211
1528
$1.59M 0.01%
80,048
+17,932
1529
$1.59M 0.01%
49,347
-13,163
1530
$1.59M 0.01%
22,786
-624
1531
$1.58M 0.01%
43,243
+9,439
1532
$1.58M 0.01%
43,855
+3,246
1533
$1.58M 0.01%
31,719
-1,417
1534
$1.58M 0.01%
17,854
+914
1535
$1.58M 0.01%
17,533
-72,074
1536
$1.58M 0.01%
23,849
-3,118
1537
$1.58M 0.01%
45,369
-101
1538
$1.58M 0.01%
46,563
-16,153
1539
$1.58M 0.01%
84,317
+4,029
1540
$1.57M 0.01%
20,095
-379
1541
$1.57M 0.01%
48,914
+32,034
1542
$1.57M 0.01%
21,799
+84
1543
$1.56M 0.01%
70,121
+2,850
1544
$1.56M 0.01%
62,293
-272
1545
$1.55M 0.01%
50,686
+2,755
1546
$1.55M 0.01%
47,186
+4,068
1547
$1.55M 0.01%
3,627
-318
1548
$1.55M 0.01%
5,964
+290
1549
$1.55M 0.01%
52,851
-22,780
1550
$1.55M 0.01%
3,054
-1,058
60 61
62
63 64