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
226
$25.6M 0.09%
819,098
+406,180
227
$25.5M 0.09%
149,134
+4,032
228
$25.3M 0.09%
939,112
+194,320
229
$25.2M 0.09%
446,493
+8,107
230
$25.2M 0.09%
150,081
+24,445
231
$25.1M 0.09%
489,798
+38,036
232
$25M 0.09%
301,380
+14,098
233
$24.9M 0.08%
36
-1
234
$24.8M 0.08%
438,317
+15,927
235
$24.4M 0.08%
478,831
+83,353
236
$24.1M 0.08%
126,926
-26
237
$24.1M 0.08%
201,324
-220,914
238
$24M 0.08%
250,356
-9,208
239
$23.9M 0.08%
5,686
+1,127
240
$23.9M 0.08%
115,091
+4,566
241
$23.9M 0.08%
434,818
+46,957
242
$23.7M 0.08%
286,758
-53,267
243
$23.4M 0.08%
203,790
-8,080
244
$23.4M 0.08%
704,087
+21,450
245
$23.3M 0.08%
369,506
+9,063
246
$23.2M 0.08%
1,123,874
+74,627
247
$23.1M 0.08%
152,233
-15,949
248
$23.1M 0.08%
602,781
+305,352
249
$22.9M 0.08%
420,576
-8,420
250
$22.9M 0.08%
239,666
+72,368
8 9
10
11 12