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
276
$13.8M 0.07%
245,876
+70,888
277
$13.8M 0.07%
92,319
-1,388
278
$13.8M 0.07%
152,578
+118,560
279
$13.7M 0.07%
229,057
-18,042
280
$13.7M 0.07%
234,525
-23,240
281
$13.6M 0.07%
68,954
+22,504
282
$13.6M 0.07%
183,700
+3,061
283
$13.6M 0.07%
279,616
+90,583
284
$13.6M 0.07%
279,560
-5,940
285
$13.6M 0.07%
327,022
+17,289
286
$13.5M 0.07%
97,515
-17,671
287
$13.5M 0.07%
268,719
-25,010
288
$13.5M 0.07%
143,279
+3,926
289
$13.3M 0.07%
103,585
-8,037
290
$13.3M 0.07%
230,240
+9,388
291
$13.2M 0.07%
139,285
-4,016
292
$13.1M 0.06%
133,959
-71,775
293
$13M 0.06%
1,211,634
+65,129
294
$13M 0.06%
124,789
-12,315
295
$12.8M 0.06%
200,343
-43,322
296
$12.8M 0.06%
47,382
-2,656
297
$12.6M 0.06%
39,400
-4,241
298
$12.6M 0.06%
40,617
-3,919
299
$12.6M 0.06%
5,301
-305
300
$12.6M 0.06%
243,240
+27,397
10 11
12
13 14