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
176
$33.8M 0.12%
65,374
+5,244
177
$33.3M 0.11%
669,074
-18,334
178
$32.9M 0.11%
901,576
-47,511
179
$32.5M 0.11%
512,563
+18,883
180
$32.2M 0.11%
651,747
+64,834
181
$32.1M 0.11%
774,121
+1,200
182
$31.8M 0.11%
295,452
-1,696
183
$31.8M 0.11%
166,683
+9,238
184
$31.8M 0.11%
275,541
-17,790
185
$31.7M 0.11%
849,502
+32,707
186
$31.3M 0.11%
248,023
+671
187
$31.3M 0.11%
1,139,010
+779,147
188
$31.3M 0.11%
60,509
+2,204
189
$30.9M 0.11%
115,645
+3,676
190
$30.7M 0.1%
89,038
-7,970
191
$30.7M 0.1%
84,949
+801
192
$30.6M 0.1%
365,590
+46,246
193
$30.4M 0.1%
312,465
+20,272
194
$30.4M 0.1%
112,159
+22,487
195
$30.4M 0.1%
724,343
+52,952
196
$29.6M 0.1%
143,406
-2,840
197
$29.6M 0.1%
954,152
+275,020
198
$29.3M 0.1%
245,968
-27,668
199
$29.2M 0.1%
167,112
+6,105
200
$29.1M 0.1%
298,961
+6,654
6 7
8
9 10