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
151
$38.2M 0.13%
118,638
+935
152
$37.8M 0.13%
457,621
-249
153
$37.6M 0.13%
5,918,803
+62,576
154
$37.5M 0.13%
501,801
+61,161
155
$37.4M 0.13%
592,985
-20,566
156
$36.8M 0.13%
212,180
-18,707
157
$36.5M 0.12%
439,003
+31,727
158
$36.5M 0.12%
134,863
+4,699
159
$36.3M 0.12%
192,730
+13,530
160
$36.3M 0.12%
1,092,449
+301,258
161
$36.3M 0.12%
299,376
+9,191
162
$36.1M 0.12%
131,946
+268
163
$36M 0.12%
469,759
-15,080
164
$35.9M 0.12%
315,203
+22,849
165
$35.4M 0.12%
585,685
+5,299
166
$35.3M 0.12%
481,643
+171,360
167
$35.2M 0.12%
248,056
-9,811
168
$35.1M 0.12%
125,286
-248
169
$35.1M 0.12%
108,825
-927
170
$34.8M 0.12%
361,903
-23,276
171
$34.5M 0.12%
1,493,556
+475,830
172
$34.5M 0.12%
382,701
+5,639
173
$34.1M 0.12%
200,798
+1,658
174
$34.1M 0.12%
667,807
+50,908
175
$34M 0.12%
591,636
-24,215
5 6
7
8 9