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
626
$4.83M 0.02%
148,593
+54,374
627
$4.82M 0.02%
7,237
+19
628
$4.8M 0.02%
65,986
+1,322
629
$4.8M 0.02%
49,137
-693
630
$4.79M 0.02%
53,904
-1,856
631
$4.78M 0.02%
91,718
+18,525
632
$4.77M 0.02%
24,735
+313
633
$4.77M 0.02%
95,080
-4,668
634
$4.76M 0.02%
171,316
+4,483
635
$4.73M 0.02%
74,368
+2,727
636
$4.72M 0.02%
81,389
-14,056
637
$4.71M 0.02%
14,873
+1,788
638
$4.7M 0.02%
15,466
+9,841
639
$4.69M 0.02%
86,458
+688
640
$4.69M 0.02%
2,790
+247
641
$4.68M 0.02%
+91,761
642
$4.67M 0.02%
34,176
+5,460
643
$4.66M 0.02%
101,509
+20,696
644
$4.64M 0.02%
110,935
+4,398
645
$4.6M 0.02%
69,493
+2,520
646
$4.59M 0.02%
258,494
+31,748
647
$4.58M 0.02%
146,679
+9,902
648
$4.58M 0.02%
60,530
-3,240
649
$4.57M 0.02%
177,240
+50,119
650
$4.53M 0.02%
25,925
+5,721
24 25
26
27 28