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
451
$7.47M 0.04%
44,624
+3,562
452
$7.41M 0.04%
148,038
-5,842
453
$7.39M 0.04%
296,271
+101,053
454
$7.38M 0.04%
91,105
+15,704
455
$7.36M 0.04%
69,797
+56,775
456
$7.32M 0.04%
90,352
+7,383
457
$7.32M 0.04%
33,426
+7,387
458
$7.31M 0.04%
34,475
-4,037
459
$7.29M 0.04%
407,060
+14,397
460
$7.28M 0.04%
177,281
+82,042
461
$7.26M 0.04%
59,677
+8,516
462
$7.25M 0.04%
199,450
-400
463
$7.23M 0.04%
30,166
-6,689
464
$7.22M 0.04%
172,528
-57,257
465
$7.21M 0.04%
89,866
-2,524
466
$7.21M 0.04%
269,989
+92,503
467
$7.18M 0.04%
276,817
+19,870
468
$7.16M 0.04%
117,671
-119,977
469
$7.15M 0.04%
189,248
-91,541
470
$7.1M 0.04%
514,373
+196,334
471
$7.07M 0.03%
161,229
+16,375
472
$7.07M 0.03%
162,618
+20,323
473
$7.05M 0.03%
176,024
-2,946
474
$7.02M 0.03%
173,245
+8,560
475
$7.02M 0.03%
13,010
-1,346
17 18
19
20 21