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
726
$3.86M 0.02%
27,866
+1,829
727
$3.86M 0.02%
59,964
+13,044
728
$3.85M 0.02%
57,623
+13,929
729
$3.83M 0.02%
81,486
-6,502
730
$3.82M 0.02%
112,335
+42,199
731
$3.82M 0.02%
118,555
+47,816
732
$3.82M 0.02%
26,708
+1,166
733
$3.81M 0.02%
36,970
+19,337
734
$3.81M 0.02%
78,483
+6,122
735
$3.79M 0.02%
171,520
+6,970
736
$3.79M 0.02%
77,524
-1,953
737
$3.79M 0.02%
58,802
+2,958
738
$3.78M 0.02%
15,133
+298
739
$3.76M 0.02%
58,458
-21,782
740
$3.76M 0.02%
36,955
+15,341
741
$3.76M 0.02%
7,589
-1,010
742
$3.75M 0.02%
33,940
-108,551
743
$3.74M 0.02%
7,936
+3,314
744
$3.74M 0.02%
39,167
+1,167
745
$3.74M 0.02%
28,717
-16,902
746
$3.74M 0.02%
40,962
+2,827
747
$3.73M 0.02%
373,794
-11,910
748
$3.73M 0.02%
69,904
-293
749
$3.73M 0.02%
46,471
+565
750
$3.72M 0.02%
592,510
+126,543
28 29
30
31 32