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
201
$28.9M 0.1%
237,813
+58,962
202
$28.6M 0.1%
717,152
+46,723
203
$28.5M 0.1%
314,231
+31,596
204
$28.3M 0.1%
533,466
-389,973
205
$28.2M 0.1%
461,950
+996
206
$28.1M 0.1%
258,995
+4,771
207
$28M 0.1%
984,733
+141,769
208
$27.9M 0.09%
1,191,802
+55,440
209
$27.7M 0.09%
475,077
+29,757
210
$27.6M 0.09%
252,319
+90,059
211
$27.6M 0.09%
158,461
-832
212
$27.4M 0.09%
65,630
-869
213
$27.2M 0.09%
134,777
-1,889
214
$27.2M 0.09%
452,132
-45,793
215
$27.2M 0.09%
521,857
+151,420
216
$26.5M 0.09%
1,054,948
+40,624
217
$26.4M 0.09%
1,458,778
+152,436
218
$26.4M 0.09%
95,381
+2,864
219
$26.4M 0.09%
79,519
+8,368
220
$26.3M 0.09%
87,006
+4,745
221
$26.3M 0.09%
46,089
+14,277
222
$26.1M 0.09%
126,107
-1,445
223
$26M 0.09%
326,894
+36,301
224
$25.8M 0.09%
261,575
+70,057
225
$25.6M 0.09%
361,544
+111,904
7 8
9
10 11