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
501
$10M 0.03%
188,759
+17,085
502
$9.98M 0.03%
106,301
-4,775
503
$9.9M 0.03%
138,312
+1,104
504
$9.89M 0.03%
417,393
-31,808
505
$9.86M 0.03%
461,379
+15,362
506
$9.86M 0.03%
102,721
-4,538
507
$9.83M 0.03%
157,726
-14,926
508
$9.81M 0.03%
295,745
+38,065
509
$9.81M 0.03%
196,461
+7,779
510
$9.77M 0.03%
52,957
+5,884
511
$9.76M 0.03%
41,956
+3,273
512
$9.74M 0.03%
97,828
+17,032
513
$9.66M 0.03%
124,582
+10,558
514
$9.65M 0.03%
100,317
+2,917
515
$9.64M 0.03%
76,306
+4,351
516
$9.63M 0.03%
246,120
+18,259
517
$9.56M 0.03%
147,107
-4,664
518
$9.56M 0.03%
27,586
+1,513
519
$9.55M 0.03%
86,924
+6,187
520
$9.54M 0.03%
43,225
+3,077
521
$9.54M 0.03%
124,230
-2,685
522
$9.49M 0.03%
143,835
+587
523
$9.48M 0.03%
227,760
-41,010
524
$9.44M 0.03%
206,503
+13,354
525
$9.44M 0.03%
119,329
-35,363
19 20
21
22 23