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
276
$20.5M 0.07%
197,919
+92,409
277
$20.5M 0.07%
1,138,346
-61,339
278
$20.5M 0.07%
494,495
+13,493
279
$20.5M 0.07%
782,581
+83,458
280
$20.4M 0.07%
488,995
-24,330
281
$20.3M 0.07%
211,732
+11,552
282
$20.2M 0.07%
965,971
+95,325
283
$19.9M 0.07%
390,170
-16,686
284
$19.7M 0.07%
322,383
+86,504
285
$19.7M 0.07%
710,700
+58,545
286
$19.5M 0.07%
97,264
+18,529
287
$19.5M 0.07%
376,524
+17,086
288
$19.4M 0.07%
143,293
+13,267
289
$19.4M 0.07%
143,618
+2,942
290
$19.4M 0.07%
287,723
+20,865
291
$19.3M 0.07%
769,001
+140,831
292
$19.3M 0.07%
821,988
+45,057
293
$19.2M 0.07%
182,434
-5,238
294
$19.2M 0.07%
378,429
+87,907
295
$19.2M 0.07%
140,462
+14,573
296
$19.1M 0.07%
657,061
+78,568
297
$18.9M 0.06%
98,685
+7,523
298
$18.9M 0.06%
53,368
+5,688
299
$18.8M 0.06%
234,074
-15,761
300
$18.8M 0.06%
912,344
+54,770
10 11
12
13 14