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
526
$9.44M 0.03%
305,883
-44,876
527
$9.43M 0.03%
348,970
+37,265
528
$9.42M 0.03%
901,078
+52,372
529
$9.4M 0.03%
186,443
-105,793
530
$9.37M 0.03%
79,960
-41,835
531
$9.35M 0.03%
141,249
+20,428
532
$9.34M 0.03%
206,906
+21,092
533
$9.33M 0.03%
192,013
+19,393
534
$9.32M 0.03%
170,417
+5,601
535
$9.28M 0.03%
48,939
+694
536
$9.25M 0.03%
48,469
+1,831
537
$9.22M 0.03%
455,890
+319
538
$9.2M 0.03%
53,338
+27,682
539
$9.19M 0.03%
72,217
-6,234
540
$9.15M 0.03%
89,728
+23,033
541
$9.15M 0.03%
40,651
-14,997
542
$9.13M 0.03%
36,716
+193
543
$9.11M 0.03%
67,486
+2,917
544
$9.1M 0.03%
170,370
+23,307
545
$9.09M 0.03%
189,594
+5,355
546
$9.07M 0.03%
431,903
-275,166
547
$9.06M 0.03%
144,684
-13,434
548
$9.05M 0.03%
83,206
-1,027
549
$9.03M 0.03%
64,699
-755
550
$9M 0.03%
14,499
+2,115
20 21
22
23 24