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
301
$18.6M 0.06%
451,324
-161,507
302
$18.6M 0.06%
445,873
+7,363
303
$18.5M 0.06%
220,093
+4,887
304
$18.5M 0.06%
109,561
+2,911
305
$18.4M 0.06%
229,118
+95,137
306
$18.2M 0.06%
85,889
-18,790
307
$18.2M 0.06%
398,992
-54,893
308
$18.1M 0.06%
36,573
+2,795
309
$18.1M 0.06%
73,413
-275
310
$18M 0.06%
128,481
-29,360
311
$18M 0.06%
239,825
+15,547
312
$18M 0.06%
272,734
+10,220
313
$18M 0.06%
198,803
+52,006
314
$17.9M 0.06%
358,441
+114,752
315
$17.7M 0.06%
839,114
+26,085
316
$17.6M 0.06%
1,775,202
-29,880
317
$17.6M 0.06%
86,687
-1,928
318
$17.4M 0.06%
161,775
+63,311
319
$17.3M 0.06%
145,699
-5,635
320
$17.3M 0.06%
339,634
+62,856
321
$17.1M 0.06%
21,178
-200
322
$17.1M 0.06%
764,801
+32,423
323
$17.1M 0.06%
119,472
+23,008
324
$17.1M 0.06%
89,091
-600
325
$17.1M 0.06%
150,988
-33,008
11 12
13
14 15