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
651
$4.52M 0.02%
180,748
+3,547
652
$4.51M 0.02%
374,434
653
$4.51M 0.02%
166,392
+1,403
654
$4.49M 0.02%
71,806
-1,463
655
$4.47M 0.02%
71,001
-130,755
656
$4.47M 0.02%
79,909
-113
657
$4.47M 0.02%
86,101
-11,723
658
$4.47M 0.02%
129,522
-3,118
659
$4.46M 0.02%
174,676
-26,322
660
$4.44M 0.02%
19,214
+783
661
$4.44M 0.02%
137,559
+71
662
$4.43M 0.02%
73,499
-7,925
663
$4.43M 0.02%
92,308
-520
664
$4.43M 0.02%
71,838
-6,664
665
$4.42M 0.02%
89,225
+6,974
666
$4.41M 0.02%
61,347
+1,661
667
$4.4M 0.02%
57,695
-5,758
668
$4.39M 0.02%
86,177
+7,203
669
$4.37M 0.02%
120,224
+1,042
670
$4.37M 0.02%
67,816
+115
671
$4.37M 0.02%
187,915
-133,556
672
$4.36M 0.02%
152,439
-6,702
673
$4.34M 0.02%
110,985
+30,242
674
$4.32M 0.02%
72,003
+1,701
675
$4.32M 0.02%
18,189
-492
25 26
27
28 29