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
76
$68.5M 0.23%
464,873
-2,791
77
$67M 0.23%
855,100
-9,544
78
$66.2M 0.23%
1,931,128
+103,274
79
$65.9M 0.22%
1,810,742
+202,497
80
$65.6M 0.22%
2,519,612
+192,524
81
$63.4M 0.22%
321,296
-35,642
82
$62.9M 0.21%
1,008,806
-99,435
83
$61.8M 0.21%
1,801,958
+221,701
84
$61.6M 0.21%
1,217,833
-223,009
85
$60.9M 0.21%
2,019,329
+399,271
86
$60.8M 0.21%
1,149,600
+87,493
87
$60.5M 0.21%
965,539
+23,258
88
$59.8M 0.2%
1,331,938
+4,694
89
$59M 0.2%
1,249,644
-32,397
90
$58.6M 0.2%
825,700
+45,860
91
$58.5M 0.2%
379,506
+1,446
92
$57.1M 0.19%
258,712
-7,155
93
$57.1M 0.19%
187,407
-1,444
94
$56.9M 0.19%
1,118,471
+197,389
95
$56.9M 0.19%
257,280
+6,103
96
$56.1M 0.19%
676,635
-50,987
97
$54.2M 0.18%
192,204
+37,749
98
$53.3M 0.18%
499,094
+57,106
99
$53.2M 0.18%
732,589
-10,000
100
$52.7M 0.18%
464,199
+21,906
2 3
4
5 6