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
476
$10.7M 0.04%
43,183
+1,885
477
$10.7M 0.04%
287,881
+228
478
$10.7M 0.04%
359,507
+344,381
479
$10.6M 0.04%
103,932
-2,497
480
$10.6M 0.04%
100,428
+11,276
481
$10.6M 0.04%
16,780
+2,901
482
$10.5M 0.04%
21,305
-18,831
483
$10.5M 0.04%
19,835
+454
484
$10.5M 0.04%
545,366
+29,351
485
$10.5M 0.04%
23,275
+4,692
486
$10.4M 0.04%
84,116
-162,765
487
$10.4M 0.04%
84,506
-340
488
$10.4M 0.04%
42,561
+4,780
489
$10.3M 0.04%
447,673
-2,411
490
$10.2M 0.03%
300,340
-644
491
$10.2M 0.03%
172,365
+27
492
$10.2M 0.03%
+410,143
493
$10.2M 0.03%
80,209
-46,488
494
$10.1M 0.03%
97,426
-1,172
495
$10.1M 0.03%
39,761
+215
496
$10.1M 0.03%
272,429
+161,060
497
$10M 0.03%
174,066
+94,078
498
$10M 0.03%
137,882
-11,044
499
$10M 0.03%
218,146
-8,135
500
$10M 0.03%
68,712
-9,979
18 19
20
21 22