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
1551
$1.54M 0.01%
31,034
1552
$1.54M 0.01%
47,243
-7,496
1553
$1.53M 0.01%
10,350
+2,325
1554
$1.53M 0.01%
29,431
-3,789
1555
$1.52M 0.01%
6,718
-81
1556
$1.52M 0.01%
5,745
-144
1557
$1.52M 0.01%
42,949
+25,857
1558
$1.52M 0.01%
9,556
+12
1559
$1.51M 0.01%
4,017
-84
1560
$1.51M 0.01%
45,066
+425
1561
$1.51M 0.01%
68,324
-801
1562
$1.5M 0.01%
15,225
+581
1563
$1.5M 0.01%
35,807
-13,281
1564
$1.5M 0.01%
15,520
-1,255
1565
$1.5M 0.01%
32,208
+329
1566
$1.5M 0.01%
53,146
-54,425
1567
$1.49M 0.01%
36,405
-1,739
1568
$1.49M 0.01%
8,214
+581
1569
$1.49M 0.01%
17,702
+1,061
1570
$1.48M 0.01%
10,343
-197
1571
$1.48M 0.01%
32,526
+11,896
1572
$1.48M 0.01%
41,177
+7,349
1573
$1.48M 0.01%
25,945
-775
1574
$1.48M 0.01%
31,092
-4,945
1575
$1.48M 0.01%
1,160
+233
61 62
63
64 65