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
426
$12.4M 0.04%
243,985
-9,714
427
$12.4M 0.04%
78,661
+14,541
428
$12.3M 0.04%
82,301
-30,356
429
$12.3M 0.04%
101,558
-7,594
430
$12.2M 0.04%
37,774
-2,670
431
$12.2M 0.04%
41,019
+1,236
432
$12.2M 0.04%
133,855
-5,490
433
$12.2M 0.04%
118,847
-4,883
434
$12.1M 0.04%
257,567
+11,692
435
$12.1M 0.04%
186,582
+6,697
436
$12.1M 0.04%
475,528
+103,753
437
$12.1M 0.04%
61,800
+1,040
438
$12M 0.04%
342,778
+8,356
439
$11.9M 0.04%
133,270
-113,717
440
$11.9M 0.04%
368,890
+319,345
441
$11.8M 0.04%
578,054
-35,232
442
$11.8M 0.04%
202,316
-120,685
443
$11.8M 0.04%
276,029
-77,601
444
$11.7M 0.04%
531,651
-32,196
445
$11.7M 0.04%
147,350
+86,012
446
$11.7M 0.04%
71,913
-3,907
447
$11.6M 0.04%
142,994
+24,403
448
$11.6M 0.04%
178,319
+29,789
449
$11.6M 0.04%
33,923
+1,160
450
$11.5M 0.04%
259,855
+131,103
16 17
18
19 20