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
751
$3.7M 0.02%
44,868
-1,676
752
$3.69M 0.02%
60,645
+5,365
753
$3.69M 0.02%
236,034
+11,144
754
$3.68M 0.02%
141,636
-2,139
755
$3.68M 0.02%
10,996
-4,745
756
$3.68M 0.02%
24,195
+396
757
$3.67M 0.02%
36,855
-245
758
$3.66M 0.02%
102,217
+44,332
759
$3.66M 0.02%
38,656
+13,787
760
$3.66M 0.02%
79,296
+7,331
761
$3.65M 0.02%
113,116
-39,828
762
$3.65M 0.02%
9,140
+7,029
763
$3.65M 0.02%
213,114
-11,747
764
$3.65M 0.02%
152,353
+15,801
765
$3.63M 0.02%
81,558
-5,743
766
$3.63M 0.02%
171,895
-284,460
767
$3.62M 0.02%
169,207
+145,047
768
$3.62M 0.02%
118,925
+29,761
769
$3.61M 0.02%
233,201
+16,340
770
$3.61M 0.02%
147,680
+826
771
$3.6M 0.02%
49,490
+391
772
$3.59M 0.02%
202,693
+3,634
773
$3.59M 0.02%
23,080
-851
774
$3.58M 0.02%
100,448
-2,116
775
$3.58M 0.02%
25,004
-6,586
29 30
31
32 33