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
26
$133M 0.45%
1,462,009
-23,821
27
$133M 0.45%
2,517,501
-46,213
28
$132M 0.45%
505,065
-35,545
29
$131M 0.45%
1,294,600
+12,584
30
$127M 0.43%
602,385
+9,767
31
$127M 0.43%
2,516,880
-125,504
32
$124M 0.42%
2,088,306
+158,522
33
$118M 0.4%
657,543
+34,069
34
$116M 0.39%
1,947,007
+90,219
35
$115M 0.39%
663,970
+72,410
36
$114M 0.39%
1,239,128
+64,648
37
$111M 0.38%
1,639,393
-242,923
38
$109M 0.37%
631,515
+12,520
39
$109M 0.37%
123,259
+2,907
40
$109M 0.37%
608,044
+33,094
41
$104M 0.35%
1,315,463
-39,049
42
$103M 0.35%
567,458
+3,537
43
$103M 0.35%
804,162
+19,181
44
$103M 0.35%
374,450
-4,689
45
$101M 0.34%
1,005,145
-125,101
46
$100M 0.34%
456,345
+23,338
47
$97.8M 0.33%
495,071
+17,804
48
$95.3M 0.32%
995,646
+31,028
49
$95.3M 0.32%
1,049,603
-33,129
50
$95.2M 0.32%
1,178,555
+43,806
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