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
326
$17M 0.06%
506,204
-56,483
327
$17M 0.06%
541,733
+111,960
328
$17M 0.06%
334,162
+23,980
329
$16.9M 0.06%
187,228
-509
330
$16.7M 0.06%
81,015
+312
331
$16.7M 0.06%
138,865
-4,668
332
$16.7M 0.06%
1,578,157
+35,351
333
$16.7M 0.06%
65,660
+1,725
334
$16.6M 0.06%
819,187
+133,784
335
$16.6M 0.06%
17,446
-341
336
$16.5M 0.06%
174,881
+11,763
337
$16.4M 0.06%
263,518
+22,429
338
$16.4M 0.06%
680,437
-9,707
339
$16.3M 0.06%
31,251
-1,216
340
$16.2M 0.06%
340,361
-129,130
341
$16.2M 0.06%
229,039
-4,785
342
$16M 0.05%
282,907
+34,116
343
$16M 0.05%
241,271
+132,727
344
$16M 0.05%
549,696
-26,240
345
$16M 0.05%
393,290
-34,018
346
$15.9M 0.05%
135,130
-7,856
347
$15.9M 0.05%
19,040
-381
348
$15.8M 0.05%
418,773
-23,288
349
$15.8M 0.05%
196,494
+81,059
350
$15.8M 0.05%
270,810
+20,635
12 13
14
15 16