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
351
$15.7M 0.05%
20,319
-1,424
352
$15.7M 0.05%
60,452
+1,413
353
$15.5M 0.05%
108,611
+18,410
354
$15.4M 0.05%
335,344
+109,801
355
$15.4M 0.05%
140,738
+214
356
$15.4M 0.05%
614,410
-12,045
357
$15.3M 0.05%
265,531
-25,078
358
$15.3M 0.05%
55,850
-2,136
359
$15.3M 0.05%
1,175,075
+356,351
360
$15.2M 0.05%
263,655
-6,249
361
$15.2M 0.05%
299,707
-2,206
362
$15.1M 0.05%
191,689
-7,718
363
$15.1M 0.05%
144,961
+12,983
364
$15.1M 0.05%
361,163
+42,929
365
$15.1M 0.05%
305,455
-43,902
366
$15M 0.05%
155,755
-12,202
367
$15M 0.05%
317,219
+8,683
368
$14.9M 0.05%
392,624
+57,990
369
$14.8M 0.05%
307,672
+102,156
370
$14.8M 0.05%
135,663
-14,132
371
$14.8M 0.05%
126,472
+2,177
372
$14.7M 0.05%
570,372
+45,422
373
$14.7M 0.05%
50,898
+2,171
374
$14.6M 0.05%
289,202
-29,926
375
$14.5M 0.05%
143,418
-23,007
13 14
15
16 17