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
451
$11.5M 0.04%
112,675
+684
452
$11.4M 0.04%
43,582
-249
453
$11.4M 0.04%
135,868
-42,455
454
$11.4M 0.04%
190,636
+5,689
455
$11.4M 0.04%
83,650
-5,187
456
$11.3M 0.04%
220,842
+16,031
457
$11.2M 0.04%
120,129
+9,576
458
$11.2M 0.04%
226,855
+191,870
459
$11.1M 0.04%
125,369
-2,201
460
$11.1M 0.04%
348,514
+10,143
461
$11.1M 0.04%
186,757
-12,250
462
$11.1M 0.04%
412,818
+40,812
463
$10.9M 0.04%
46,017
+1,732
464
$10.9M 0.04%
206,215
+35,991
465
$10.9M 0.04%
147,540
+3,881
466
$10.9M 0.04%
109,754
-32,717
467
$10.9M 0.04%
912,874
+70,392
468
$10.9M 0.04%
273,678
+75,416
469
$10.9M 0.04%
72,206
-4,582
470
$10.8M 0.04%
216,797
+35,627
471
$10.8M 0.04%
96,775
+10,769
472
$10.8M 0.04%
120,976
+4,414
473
$10.8M 0.04%
874,167
+1,619
474
$10.8M 0.04%
46,830
-26
475
$10.8M 0.04%
146,003
+5,763
17 18
19
20 21