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
376
$14.5M 0.05%
616,768
-38,210
377
$14.4M 0.05%
80,350
+12,576
378
$14.4M 0.05%
577,432
+410,980
379
$14.4M 0.05%
29,317
+2,951
380
$14.4M 0.05%
321,455
+56,146
381
$14.3M 0.05%
566,510
-167,279
382
$14.3M 0.05%
283,212
+79,422
383
$14.1M 0.05%
50,721
-1,404
384
$14.1M 0.05%
180,674
-12,289
385
$14.1M 0.05%
252,314
+102,618
386
$14M 0.05%
127,776
-10,239
387
$14M 0.05%
117,974
+57,164
388
$13.9M 0.05%
342,474
+13,067
389
$13.8M 0.05%
323,310
-30,813
390
$13.8M 0.05%
291,654
+47,657
391
$13.7M 0.05%
246,608
-327,248
392
$13.7M 0.05%
211,243
+12,083
393
$13.6M 0.05%
428,992
-235,207
394
$13.6M 0.05%
262,221
+35,343
395
$13.6M 0.05%
551,019
-24,449
396
$13.6M 0.05%
215,773
-53,969
397
$13.6M 0.05%
86,949
+3,119
398
$13.6M 0.05%
108,016
-9,627
399
$13.5M 0.05%
247,682
-8,934
400
$13.5M 0.05%
574,188
+83,352
14 15
16
17 18