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
$20.3B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,276
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$32M
3
+$29.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$21.2M

Top Sells

1
+$88M
2
+$75.9M
3
+$50.6M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$48.5M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$45.3M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 4.97%
3 Financials 4.85%
4 Healthcare 3.87%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.4M 0.09%
583,717
+18,205
227
$17.2M 0.09%
817,149
+16,477
228
$17.2M 0.08%
557,182
+3,749
229
$17.1M 0.08%
167,065
+130,221
230
$17.1M 0.08%
151,752
+34,912
231
$16.9M 0.08%
781,176
-52,518
232
$16.9M 0.08%
319,652
+2,534
233
$16.9M 0.08%
539,370
+88,732
234
$16.9M 0.08%
353,480
+116,330
235
$16.8M 0.08%
85,909
-7,895
236
$16.8M 0.08%
159,049
+13,084
237
$16.7M 0.08%
312,047
+30,295
238
$16.7M 0.08%
167,443
+139,178
239
$16.6M 0.08%
190,856
+3,850
240
$16.6M 0.08%
190,648
-250
241
$16.6M 0.08%
272,427
+5,451
242
$16.4M 0.08%
130,578
+1,235
243
$16.3M 0.08%
58,342
+2,214
244
$16.3M 0.08%
277,233
+74,877
245
$16.2M 0.08%
416,485
+44,324
246
$16.2M 0.08%
153,525
+9,305
247
$16.1M 0.08%
250,597
-17,915
248
$16M 0.08%
232,765
+4,810
249
$15.9M 0.08%
99,427
-25,907
250
$15.8M 0.08%
616,174
+97,540
8 9
10
11 12