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
776
$3.57M 0.02%
53,606
-557
777
$3.55M 0.02%
26,897
-1,375
778
$3.54M 0.02%
137,843
+105,013
779
$3.53M 0.02%
66,432
+116
780
$3.53M 0.02%
11,764
-1,123
781
$3.52M 0.02%
59,910
+5,662
782
$3.5M 0.02%
28,495
+3,832
783
$3.5M 0.02%
82,970
-18,733
784
$3.5M 0.02%
533,437
+38,624
785
$3.5M 0.02%
21,309
+750
786
$3.49M 0.02%
28,546
+535
787
$3.49M 0.02%
79,995
-3,979
788
$3.48M 0.02%
73,442
+4,016
789
$3.48M 0.02%
20,596
790
$3.47M 0.02%
62,543
+1,764
791
$3.46M 0.02%
41,997
-1,044
792
$3.46M 0.02%
53,706
+1,961
793
$3.46M 0.02%
81,400
+52
794
$3.46M 0.02%
401,847
+5,846
795
$3.42M 0.02%
166,917
-35,094
796
$3.42M 0.02%
38,939
-10,806
797
$3.42M 0.02%
82,634
+466
798
$3.41M 0.02%
115,430
-24,116
799
$3.41M 0.02%
97,177
-1,587
800
$3.4M 0.02%
266,928
-7,873
30 31
32
33 34