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
526
$6.09M 0.03%
101,341
+21,879
527
$6.07M 0.03%
137,209
+60,213
528
$6.07M 0.03%
55,402
-801
529
$6.06M 0.03%
139,541
+8,726
530
$6.06M 0.03%
170,694
-239,893
531
$6.05M 0.03%
109,725
+10,755
532
$6.04M 0.03%
77,448
-11,885
533
$6.02M 0.03%
169,367
+15,852
534
$6M 0.03%
53,942
+3,681
535
$5.99M 0.03%
88,053
+5,331
536
$5.99M 0.03%
37,999
-613
537
$5.95M 0.03%
160,434
+6,991
538
$5.93M 0.03%
85,581
-53,136
539
$5.92M 0.03%
3,267
-333
540
$5.92M 0.03%
95,783
+1,982
541
$5.88M 0.03%
62,016
-8,573
542
$5.87M 0.03%
33,823
-791
543
$5.86M 0.03%
178,455
-131,025
544
$5.84M 0.03%
108,843
-3,198
545
$5.83M 0.03%
11,141,815
-1,473
546
$5.82M 0.03%
73,744
+9,387
547
$5.81M 0.03%
24,259
-7,671
548
$5.8M 0.03%
65,791
-2,786
549
$5.79M 0.03%
70,687
+25,322
550
$5.76M 0.03%
386,753
+62,004
20 21
22
23 24