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
251
$22.7M 0.08%
1,416,142
+73,189
252
$22.7M 0.08%
382,857
-3,403
253
$22.5M 0.08%
472,947
-73,951
254
$22.4M 0.08%
454,034
+4,339
255
$22.2M 0.08%
306,244
-1,424
256
$22.1M 0.08%
444,244
+45,572
257
$22M 0.07%
262,419
+4,012
258
$22M 0.07%
306,099
-1,744
259
$21.9M 0.07%
160,490
-20,354
260
$21.9M 0.07%
285,457
+13,232
261
$21.7M 0.07%
629,246
-22,043
262
$21.7M 0.07%
346,262
+23,703
263
$21.4M 0.07%
56,043
-2,683
264
$21.3M 0.07%
23,818
+2,174
265
$21.2M 0.07%
462,902
+14,993
266
$21.1M 0.07%
203,596
+23,842
267
$21M 0.07%
355,245
-89,804
268
$20.9M 0.07%
158,226
+91,671
269
$20.9M 0.07%
425,503
+60,368
270
$20.8M 0.07%
447,344
+38,568
271
$20.7M 0.07%
913,441
-116,870
272
$20.7M 0.07%
253,970
+47,700
273
$20.7M 0.07%
33,418
+2,909
274
$20.6M 0.07%
570,654
+43,657
275
$20.6M 0.07%
223,972
+111,406
9 10
11
12 13