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
676
$4.3M 0.02%
82,486
-2,810
677
$4.29M 0.02%
70,568
-63,420
678
$4.28M 0.02%
70,541
+4,403
679
$4.26M 0.02%
114,825
-1,801
680
$4.25M 0.02%
97,931
-12,742
681
$4.24M 0.02%
60,883
-2,918
682
$4.24M 0.02%
118,662
-2,950
683
$4.22M 0.02%
30,011
+15,853
684
$4.2M 0.02%
53,591
+2,569
685
$4.2M 0.02%
87,838
+1,162
686
$4.19M 0.02%
76,010
+7,674
687
$4.19M 0.02%
155,583
-19,293
688
$4.19M 0.02%
139,213
+16,678
689
$4.19M 0.02%
93,797
+20,914
690
$4.15M 0.02%
51,263
-1,474
691
$4.15M 0.02%
77,616
-5,032
692
$4.14M 0.02%
143,658
+4,347
693
$4.13M 0.02%
159,091
+5,160
694
$4.12M 0.02%
+107,484
695
$4.12M 0.02%
301,355
-685,859
696
$4.11M 0.02%
67,986
-7,021
697
$4.11M 0.02%
81,821
+295
698
$4.1M 0.02%
93,909
+5,267
699
$4.1M 0.02%
50,184
-4,035
700
$4.1M 0.02%
190,590
-268,986
26 27
28
29 30