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
801
$3.4M 0.02%
62,594
+10,676
802
$3.39M 0.02%
73,742
-130
803
$3.39M 0.02%
72,522
+1,010
804
$3.38M 0.02%
58,710
-1,643
805
$3.38M 0.02%
9,883
-44
806
$3.37M 0.02%
37,882
+4,874
807
$3.37M 0.02%
138,550
808
$3.37M 0.02%
61,560
+9,188
809
$3.35M 0.02%
134,778
+1,284
810
$3.35M 0.02%
91,367
+3,862
811
$3.34M 0.02%
42,957
+6,860
812
$3.33M 0.02%
117,588
-15,812
813
$3.33M 0.02%
28,812
-4,635
814
$3.33M 0.02%
34,114
+4,707
815
$3.31M 0.02%
117,099
-160,803
816
$3.31M 0.02%
307,469
+9,318
817
$3.31M 0.02%
10,378
+1,126
818
$3.31M 0.02%
166,923
+28,390
819
$3.3M 0.02%
7,782
+3,693
820
$3.3M 0.02%
52,539
-1,446
821
$3.29M 0.02%
99,595
+2,292
822
$3.28M 0.02%
27,491
-9,929
823
$3.26M 0.02%
76,835
-13,013
824
$3.25M 0.02%
346,663
-9,020
825
$3.25M 0.02%
25,478
-2,682
31 32
33
34 35