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
576
$5.39M 0.03%
79,135
+21
577
$5.39M 0.03%
67,274
+9,196
578
$5.36M 0.03%
215,153
+9,011
579
$5.33M 0.03%
64,625
-51,916
580
$5.33M 0.03%
24,178
-453
581
$5.29M 0.03%
41,675
-4,947
582
$5.27M 0.03%
331,749
+149,988
583
$5.27M 0.03%
177,561
-2,215
584
$5.26M 0.03%
58,293
+190
585
$5.24M 0.03%
41,190
-3,690
586
$5.21M 0.03%
309,266
-834,048
587
$5.2M 0.03%
142,652
+31,606
588
$5.2M 0.03%
168,645
+16,250
589
$5.19M 0.03%
335,922
-6,433
590
$5.16M 0.03%
125,773
+1,367
591
$5.14M 0.03%
100,174
+1,978
592
$5.14M 0.03%
113,686
-6,544
593
$5.13M 0.03%
93,278
+3,271
594
$5.13M 0.03%
112,179
-6,807
595
$5.12M 0.03%
66,336
-3,443
596
$5.12M 0.03%
30,821
+124
597
$5.11M 0.03%
86,482
+58,113
598
$5.11M 0.03%
27,106
-830
599
$5.1M 0.03%
161,663
+29,157
600
$5.1M 0.03%
84,934
+4,437
22 23
24
25 26