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
351
$10.2M 0.05%
159,908
+6,394
352
$10.1M 0.05%
226,065
+23,699
353
$10.1M 0.05%
258,560
+16,065
354
$10M 0.05%
493,250
+37,854
355
$9.96M 0.05%
162,186
-41,174
356
$9.95M 0.05%
126,986
+16,085
357
$9.95M 0.05%
420,937
+74,419
358
$9.92M 0.05%
97,406
+12,085
359
$9.87M 0.05%
24
-10
360
$9.81M 0.05%
23,997
+3,588
361
$9.75M 0.05%
49,740
-4,436
362
$9.75M 0.05%
194,460
-38,831
363
$9.75M 0.05%
349,784
-679,745
364
$9.7M 0.05%
111,165
+8,402
365
$9.59M 0.05%
88,642
-23,126
366
$9.58M 0.05%
57,186
+3,243
367
$9.58M 0.05%
188,362
-145,513
368
$9.58M 0.05%
227,232
+753
369
$9.56M 0.05%
844,950
-16,777
370
$9.47M 0.05%
29,690
-485
371
$9.46M 0.05%
222,073
+50,917
372
$9.44M 0.05%
186,987
-23,690
373
$9.37M 0.05%
115,375
+2,843
374
$9.36M 0.05%
250,839
-51,494
375
$9.36M 0.05%
157,462
-488
13 14
15
16 17