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
51
$92.9M 0.32%
839,806
+31,403
52
$92.7M 0.32%
228,729
+3,735
53
$90.7M 0.31%
924,869
+495,558
54
$88.6M 0.3%
2,964,008
+248,913
55
$87.9M 0.3%
1,732,566
+208,013
56
$87.4M 0.3%
1,878,564
+32,839
57
$86.3M 0.29%
857,127
+148,446
58
$84.9M 0.29%
144,796
+16,144
59
$81.9M 0.28%
844,973
+15,020
60
$81.4M 0.28%
648,006
+30,945
61
$79.2M 0.27%
2,275,525
+196,608
62
$78M 0.27%
999,318
-44,451
63
$75.8M 0.26%
319,402
+6,201
64
$74.7M 0.25%
455,152
+29,726
65
$74.6M 0.25%
460,529
+4,142
66
$74.1M 0.25%
1,629,781
-231,173
67
$74.1M 0.25%
189,422
+1,078
68
$73.9M 0.25%
280,211
-8,740
69
$73.7M 0.25%
1,563,581
+212,237
70
$73.2M 0.25%
625,736
-39,104
71
$72.3M 0.25%
1,439,302
-50,086
72
$71.3M 0.24%
1,420,789
+49,171
73
$71M 0.24%
121,516
+4,590
74
$70.6M 0.24%
3,119,691
+130,653
75
$70.2M 0.24%
1,173,346
-214,837
1 2
3
4 5