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
126
$46M 0.16%
585,518
+11,107
127
$45.3M 0.15%
415,563
+141,925
128
$45M 0.15%
532,829
+15,947
129
$44.7M 0.15%
777,626
+264,518
130
$44.3M 0.15%
75,757
-6,805
131
$44M 0.15%
287,254
+4,459
132
$43.9M 0.15%
1,168,016
-30,174
133
$43.9M 0.15%
289,217
-14,869
134
$43.8M 0.15%
257,278
+25,841
135
$42.8M 0.15%
893,434
-40,924
136
$42.3M 0.14%
1,767,762
-51,291
137
$42.1M 0.14%
931,360
+65,387
138
$42M 0.14%
899,501
+123,765
139
$40.9M 0.14%
464,142
-27,268
140
$40.5M 0.14%
1,144,668
-36,264
141
$40.3M 0.14%
1,816,152
+73,878
142
$40.3M 0.14%
888,439
+1,667
143
$39.5M 0.13%
645,343
+303,608
144
$39.2M 0.13%
148,952
-135
145
$39M 0.13%
407,137
-19,243
146
$38.8M 0.13%
729,430
-78,456
147
$38.8M 0.13%
466,065
+125,739
148
$38.6M 0.13%
974,024
-86,965
149
$38.6M 0.13%
1,957,469
+72,291
150
$38.5M 0.13%
191,560
+8,111
4 5
6
7 8