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
426
$7.99M 0.04%
245,686
-270,565
427
$7.96M 0.04%
736,560
+8,249
428
$7.96M 0.04%
195,456
-3,451
429
$7.93M 0.04%
69,419
-1,159
430
$7.85M 0.04%
158,260
-1,697
431
$7.84M 0.04%
62,402
+128
432
$7.81M 0.04%
92,797
-24,425
433
$7.8M 0.04%
305,366
+122,215
434
$7.73M 0.04%
117,959
-1,772
435
$7.71M 0.04%
167,614
+16,495
436
$7.69M 0.04%
93,853
-26,846
437
$7.69M 0.04%
46,807
-594
438
$7.69M 0.04%
114,264
+3,132
439
$7.68M 0.04%
76,856
-3,481
440
$7.66M 0.04%
147,963
+18,765
441
$7.61M 0.04%
60,656
-3,222
442
$7.57M 0.04%
108,073
-13,830
443
$7.56M 0.04%
114,552
+4,520
444
$7.55M 0.04%
182,233
-49,325
445
$7.54M 0.04%
96,084
-921
446
$7.54M 0.04%
380,415
+137,112
447
$7.53M 0.04%
111,231
+1,831
448
$7.51M 0.04%
131,910
-33,860
449
$7.5M 0.04%
141,657
+3,192
450
$7.49M 0.04%
536,993
+17,415
16 17
18
19 20