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
476
$7M 0.03%
127,902
-12,618
477
$6.98M 0.03%
92,328
-2,550
478
$6.98M 0.03%
+269,623
479
$6.96M 0.03%
101,106
+2,831
480
$6.93M 0.03%
268,696
+12,980
481
$6.92M 0.03%
30,821
-1,810
482
$6.9M 0.03%
95,108
+1,610
483
$6.85M 0.03%
124,701
+21,369
484
$6.83M 0.03%
23,240
+6,325
485
$6.83M 0.03%
86,259
-1,092
486
$6.78M 0.03%
198,295
+29,929
487
$6.77M 0.03%
26,417
+329
488
$6.75M 0.03%
69,780
+7,655
489
$6.72M 0.03%
111,919
-4,512
490
$6.72M 0.03%
184,155
-5,995
491
$6.72M 0.03%
115,461
-2,267
492
$6.71M 0.03%
40,546
+6,733
493
$6.69M 0.03%
191,520
-72,969
494
$6.64M 0.03%
127,825
-20,458
495
$6.61M 0.03%
34,195
+977
496
$6.58M 0.03%
139,879
+48
497
$6.55M 0.03%
44,250
+122
498
$6.54M 0.03%
58,145
-490
499
$6.53M 0.03%
129,731
+10,977
500
$6.53M 0.03%
104,434
+32,832
18 19
20
21 22