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
551
$5.75M 0.03%
94,691
-1,258
552
$5.74M 0.03%
213,675
+26,153
553
$5.72M 0.03%
63,964
-855
554
$5.69M 0.03%
35,139
-57,315
555
$5.66M 0.03%
51,737
-8,097
556
$5.66M 0.03%
207,730
-8,263
557
$5.66M 0.03%
184,640
+13,480
558
$5.65M 0.03%
52,374
+330
559
$5.64M 0.03%
47,329
-4,741
560
$5.64M 0.03%
51,969
-31,773
561
$5.61M 0.03%
585,649
+50,228
562
$5.58M 0.03%
135,747
+793
563
$5.56M 0.03%
78,838
+88
564
$5.55M 0.03%
168,158
+147,052
565
$5.53M 0.03%
61,193
-11,144
566
$5.5M 0.03%
91,425
-41,513
567
$5.49M 0.03%
150,440
-148,190
568
$5.49M 0.03%
18,469
+2,652
569
$5.49M 0.03%
18,136
-1,959
570
$5.48M 0.03%
713,575
+382,880
571
$5.44M 0.03%
95,836
+13,443
572
$5.44M 0.03%
86,798
-6,765
573
$5.43M 0.03%
171,485
+2,285
574
$5.42M 0.03%
47,894
-8,587
575
$5.42M 0.03%
112,921
+3,781
21 22
23
24 25