Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$1.05B 3.58%
4,514,910
+62,295
2
$975M 3.32%
1,847,742
+54,079
3
$685M 2.33%
5,641,567
-130,057
4
$624M 2.12%
1,278,075
+2,549
5
$603M 2.05%
1,045,278
+25,930
6
$536M 1.82%
1,891,850
+252,927
7
$518M 1.76%
1,203,134
+9,689
8
$439M 1.49%
2,354,746
+30,976
9
$407M 1.38%
6,282,301
-226,445
10
$334M 1.14%
582,352
+460
11
$312M 1.06%
678,477
+26,124
12
$260M 0.89%
4,499,990
+146,008
13
$227M 0.77%
3,024,971
+344,035
14
$189M 0.64%
6,709,398
+312,258
15
$178M 0.61%
1,019,411
+21,490
16
$176M 0.6%
889,932
+58,004
17
$174M 0.59%
451,981
+120
18
$162M 0.55%
977,679
-11,891
19
$161M 0.55%
281,943
-7,500
20
$151M 0.51%
901,765
+106,874
21
$146M 0.5%
164,834
-3,045
22
$138M 0.47%
3,787,405
+290,945
23
$137M 0.46%
1,165,954
+53,758
24
$135M 0.46%
597,495
+54,324
25
$134M 0.45%
549,566
+57,001
1
2 3 4 5