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
501
$6.52M 0.03%
48,761
-716
502
$6.52M 0.03%
17,483
-1,367
503
$6.5M 0.03%
300,421
+2,846
504
$6.46M 0.03%
47,633
+15,462
505
$6.42M 0.03%
68,865
+4,039
506
$6.41M 0.03%
30,842
-2,259
507
$6.4M 0.03%
195,433
-2,058
508
$6.38M 0.03%
24,331
+4,667
509
$6.37M 0.03%
77,128
-76,427
510
$6.34M 0.03%
58,953
+9,803
511
$6.34M 0.03%
21,605
+860
512
$6.31M 0.03%
29,958
-5,900
513
$6.3M 0.03%
133,787
+35,443
514
$6.27M 0.03%
145,259
+5,694
515
$6.25M 0.03%
165,006
+45,923
516
$6.25M 0.03%
117,561
+40,216
517
$6.22M 0.03%
328,119
+38,780
518
$6.21M 0.03%
84,103
-4,504
519
$6.21M 0.03%
29,749
-497
520
$6.2M 0.03%
215,150
+10,760
521
$6.17M 0.03%
51,501
+41,879
522
$6.13M 0.03%
84,102
-2,357
523
$6.12M 0.03%
122,898
+841
524
$6.1M 0.03%
63,619
+5,374
525
$6.1M 0.03%
10,073
-1,825
19 20
21
22 23