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
301
$12.5M 0.06%
49,121
+8,676
302
$12.4M 0.06%
604,500
-350,986
303
$12.4M 0.06%
514,401
+46,118
304
$12.4M 0.06%
257,294
+216
305
$12.4M 0.06%
78,499
+3,635
306
$12.3M 0.06%
244,125
+44,118
307
$12.3M 0.06%
138,971
+2,123
308
$12.1M 0.06%
343,322
+10,176
309
$12.1M 0.06%
186,797
-10,151
310
$12.1M 0.06%
475,487
+4,952
311
$12M 0.06%
96,623
+54,252
312
$12M 0.06%
451,194
+137,397
313
$12M 0.06%
170,281
-3,800
314
$12M 0.06%
384,766
+65,683
315
$11.9M 0.06%
223,901
+81,522
316
$11.8M 0.06%
239,233
-5,205
317
$11.8M 0.06%
35,562
-1,521
318
$11.8M 0.06%
37,499
-1,136
319
$11.7M 0.06%
120,486
+6,326
320
$11.7M 0.06%
396,834
-279,594
321
$11.6M 0.06%
18,700
-2,790
322
$11.6M 0.06%
44,299
+6,992
323
$11.5M 0.06%
96,965
+6,510
324
$11.5M 0.06%
143,267
+71,828
325
$11.4M 0.06%
206,001
-3,922
11 12
13
14 15