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
51
$69.6M 0.34%
679,363
+402,234
52
$69.1M 0.34%
1,456,668
+212,248
53
$67.6M 0.33%
309,321
-4,012
54
$66M 0.33%
278,644
+7,338
55
$65.2M 0.32%
882,663
-1,191,257
56
$62.9M 0.31%
1,463,217
-126,671
57
$61M 0.3%
739,821
+24,767
58
$59.3M 0.29%
1,098,112
+15,384
59
$58.1M 0.29%
988,585
-59,731
60
$57.5M 0.28%
533,226
+19,349
61
$57.2M 0.28%
664,086
-52,487
62
$56.7M 0.28%
217,976
+5,018
63
$56.4M 0.28%
2,766,852
-177,972
64
$56.2M 0.28%
1,117,830
+335
65
$55.7M 0.28%
2,096,049
-1,704,178
66
$53.5M 0.26%
357,372
-37,936
67
$52.5M 0.26%
238,889
+3,194
68
$52.5M 0.26%
1,129,323
+35,421
69
$52.1M 0.26%
771,509
+314,205
70
$51.9M 0.26%
527,364
-20,959
71
$50.7M 0.25%
252,475
-9,170
72
$50.3M 0.25%
2,032,776
+17,580
73
$49.4M 0.24%
180,323
-6,752
74
$49.2M 0.24%
2,233,025
-53,766
75
$47.2M 0.23%
279,044
-15,170
1 2
3
4 5