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
401
$13.5M 0.05%
48,607
+5,980
402
$13.3M 0.05%
113,466
-13,195
403
$13.3M 0.05%
63,334
+7,535
404
$13.2M 0.04%
63,889
+25,450
405
$13.2M 0.04%
111,108
+40,122
406
$13.2M 0.04%
+205,643
407
$13.1M 0.04%
318,862
+24,195
408
$13.1M 0.04%
206,674
+34,022
409
$13.1M 0.04%
252,024
+124,006
410
$13.1M 0.04%
311,300
+17,388
411
$13M 0.04%
108,965
+10,943
412
$13M 0.04%
99,743
+2,641
413
$13M 0.04%
125,179
+17,454
414
$12.9M 0.04%
126,313
+12,452
415
$12.8M 0.04%
97,221
-13,944
416
$12.8M 0.04%
521,664
+23,756
417
$12.7M 0.04%
237,643
+83,573
418
$12.7M 0.04%
272,379
+8,150
419
$12.7M 0.04%
96,358
-1,034
420
$12.7M 0.04%
103,288
-1,278
421
$12.6M 0.04%
+515,268
422
$12.6M 0.04%
416,394
+9,478
423
$12.5M 0.04%
67,781
+1,900
424
$12.4M 0.04%
411,819
-135,818
425
$12.4M 0.04%
403,601
+258,007
15 16
17
18 19