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
701
$4.09M 0.02%
47,481
+1,696
702
$4.08M 0.02%
198,706
-4,440
703
$4.06M 0.02%
124,411
+1,382
704
$4.06M 0.02%
151,537
-9,628
705
$4.05M 0.02%
46,013
+6,747
706
$4.04M 0.02%
127,160
-31,719
707
$4.04M 0.02%
101,746
+25,420
708
$4.02M 0.02%
51,916
+719
709
$4.02M 0.02%
99,369
+8,003
710
$4.01M 0.02%
189,836
+6,549
711
$4M 0.02%
158,047
-140,824
712
$3.99M 0.02%
49,950
-942
713
$3.98M 0.02%
41,699
+225
714
$3.97M 0.02%
21,146
-3,071
715
$3.97M 0.02%
97,334
-24,650
716
$3.96M 0.02%
58,391
+3,032
717
$3.92M 0.02%
240,834
-162,025
718
$3.91M 0.02%
26,731
+6,140
719
$3.91M 0.02%
104,004
+9,623
720
$3.9M 0.02%
82,654
+861
721
$3.9M 0.02%
47,639
-1,265
722
$3.89M 0.02%
24,806
+1,969
723
$3.89M 0.02%
109,281
-22,648
724
$3.89M 0.02%
41,962
+8,642
725
$3.87M 0.02%
126,334
-12,224
27 28
29
30 31