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
576
$8.21M 0.03%
215,628
+16,497
577
$8.17M 0.03%
76,986
-1,222
578
$8.16M 0.03%
72,970
-5,728
579
$8.15M 0.03%
416,663
-254,249
580
$8.14M 0.03%
68,599
-3,110
581
$8.12M 0.03%
164,267
-20,212
582
$8.05M 0.03%
100,044
+24,076
583
$7.98M 0.03%
184,869
+59,065
584
$7.98M 0.03%
140,969
-1,042
585
$7.92M 0.03%
26,565
-7,858
586
$7.91M 0.03%
333,036
+30,960
587
$7.9M 0.03%
48,516
+6,041
588
$7.89M 0.03%
156,881
+85,559
589
$7.86M 0.03%
187,877
-8,960
590
$7.85M 0.03%
146,807
-24,507
591
$7.79M 0.03%
321,031
-4,411
592
$7.79M 0.03%
3,794
+96
593
$7.78M 0.03%
394,500
+31,220
594
$7.77M 0.03%
514,507
+3,885
595
$7.77M 0.03%
54,144
+33,214
596
$7.77M 0.03%
220,309
+204,700
597
$7.74M 0.03%
212,670
+921
598
$7.73M 0.03%
132,905
+50,443
599
$7.7M 0.03%
146,274
-66,063
600
$7.7M 0.03%
276,622
+81,442
22 23
24
25 26