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
376
$9.32M 0.05%
148,948
-7,407
377
$9.31M 0.05%
477,713
+22,124
378
$9.25M 0.05%
177,774
+5,266
379
$9.17M 0.05%
435,818
+23,889
380
$9.17M 0.05%
190,362
-10,759
381
$9.12M 0.05%
116,192
+51,862
382
$9.11M 0.05%
368,474
+28,961
383
$9.09M 0.04%
39,944
+5,493
384
$9.04M 0.04%
37,800
+101
385
$9.02M 0.04%
226,434
+3,180
386
$9.01M 0.04%
328,578
+31,487
387
$9.01M 0.04%
167,856
-24,218
388
$8.96M 0.04%
217,556
+2,888
389
$8.93M 0.04%
94,767
-727
390
$8.92M 0.04%
533,033
+88,199
391
$8.92M 0.04%
264,762
+12,665
392
$8.89M 0.04%
24,690
+2,382
393
$8.84M 0.04%
42,801
-631
394
$8.84M 0.04%
96,553
+21,779
395
$8.8M 0.04%
202,400
+9,492
396
$8.8M 0.04%
161,718
-1,249
397
$8.79M 0.04%
220,463
+86,223
398
$8.77M 0.04%
487,665
-46,056
399
$8.72M 0.04%
34,361
+18,787
400
$8.72M 0.04%
178,113
+130,575
14 15
16
17 18