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
101
$52.4M 0.18%
308,201
-1,571
102
$52M 0.18%
138,410
+3,235
103
$51.8M 0.18%
2,353,995
+47,036
104
$51M 0.17%
397,866
+65,187
105
$50.8M 0.17%
119,990
+7,563
106
$50.7M 0.17%
206,645
-34,574
107
$50.6M 0.17%
488,932
+122,065
108
$50.6M 0.17%
1,747,756
-28,849
109
$50M 0.17%
452,243
+229,146
110
$49.7M 0.17%
215,559
-25,675
111
$49.6M 0.17%
690,680
-13,745
112
$49.5M 0.17%
2,427,912
+156,542
113
$49.2M 0.17%
480,040
+105,731
114
$49.1M 0.17%
934,427
+306,895
115
$49M 0.17%
224,209
+40,754
116
$48.4M 0.16%
690,290
+457,088
117
$47.8M 0.16%
487,603
+69,837
118
$47.1M 0.16%
1,266,229
+55,513
119
$46.9M 0.16%
95,059
+6,442
120
$46.6M 0.16%
445,470
-134,747
121
$46.5M 0.16%
529,507
-321,503
122
$46.5M 0.16%
231,419
-28,544
123
$46.5M 0.16%
147,775
-22,533
124
$46.3M 0.16%
616,376
+12,216
125
$46.3M 0.16%
572,635
+188,046
3 4
5
6 7