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
251
$15.8M 0.08%
197,545
-57,630
252
$15.7M 0.08%
329,066
+36,540
253
$15.7M 0.08%
499,814
+47,465
254
$15.6M 0.08%
525,580
+13,416
255
$15.6M 0.08%
102,413
-1,353
256
$15.6M 0.08%
303,850
+29,856
257
$15.3M 0.08%
405,584
+405
258
$15.2M 0.08%
208,474
+3,266
259
$15.2M 0.08%
273,243
-571
260
$15.1M 0.07%
78,649
+577
261
$15.1M 0.07%
206,066
+53,018
262
$14.9M 0.07%
88,773
+18,987
263
$14.9M 0.07%
151,046
-18,670
264
$14.8M 0.07%
206,977
+567
265
$14.7M 0.07%
129,577
-27,838
266
$14.6M 0.07%
523,584
+10,380
267
$14.3M 0.07%
357,780
+118,890
268
$14.3M 0.07%
166,470
+13,221
269
$14.2M 0.07%
823,086
+18,216
270
$14.1M 0.07%
95,063
-30,018
271
$14M 0.07%
177,573
-144,038
272
$14M 0.07%
126,782
-2,361
273
$13.9M 0.07%
510,210
-305
274
$13.9M 0.07%
204,815
-19,500
275
$13.9M 0.07%
90,887
-10,658
9 10
11
12 13