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 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.71M 0.04%
379,565
+289,822
402
$8.7M 0.04%
815,638
-12,393
403
$8.64M 0.04%
144,502
-1,141
404
$8.62M 0.04%
192,444
+17,664
405
$8.62M 0.04%
383,082
-44,925
406
$8.6M 0.04%
49,624
-2,455
407
$8.56M 0.04%
342,459
-57,811
408
$8.46M 0.04%
22,382
-1,958
409
$8.42M 0.04%
232,386
-261
410
$8.4M 0.04%
42,034
-3,351
411
$8.39M 0.04%
118,235
+15,747
412
$8.39M 0.04%
20,726
+2,440
413
$8.37M 0.04%
414,980
+26,515
414
$8.34M 0.04%
55,853
+3,063
415
$8.32M 0.04%
42,280
+1,804
416
$8.31M 0.04%
276,074
+88,549
417
$8.3M 0.04%
146,250
+15,618
418
$8.28M 0.04%
80,564
+2,963
419
$8.24M 0.04%
135,428
+2,472
420
$8.22M 0.04%
192,875
+13,158
421
$8.2M 0.04%
116,904
+677
422
$8.11M 0.04%
47,977
+669
423
$8.1M 0.04%
47,884
+2,557
424
$8.06M 0.04%
237,932
+12,852
425
$8.03M 0.04%
263,282
+25,141
15 16
17
18 19