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
551
$8.96M 0.03%
79,364
+7,213
552
$8.96M 0.03%
312,980
+7,400
553
$8.93M 0.03%
215,124
+6,666
554
$8.89M 0.03%
18,639
+2,939
555
$8.86M 0.03%
301,193
-4,991
556
$8.86M 0.03%
121,356
-10,762
557
$8.83M 0.03%
84,791
-25,600
558
$8.83M 0.03%
424,790
+98,088
559
$8.79M 0.03%
156,332
+27,937
560
$8.78M 0.03%
101,080
+1,560
561
$8.74M 0.03%
870,658
+563
562
$8.51M 0.03%
319,372
+27,136
563
$8.48M 0.03%
180,590
+962
564
$8.46M 0.03%
117,255
+22,374
565
$8.44M 0.03%
102,378
+9,782
566
$8.41M 0.03%
13,995
+12,652
567
$8.41M 0.03%
276,972
-13,749
568
$8.4M 0.03%
92,077
-1,041
569
$8.4M 0.03%
107,112
-2,279
570
$8.35M 0.03%
197,556
-3,490
571
$8.34M 0.03%
405,595
+68,607
572
$8.32M 0.03%
176,209
-13,875
573
$8.31M 0.03%
91,257
-6,045
574
$8.22M 0.03%
369,644
+203
575
$8.22M 0.03%
203,120
+87
21 22
23
24 25