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
826
$3.25M 0.02%
98,809
+12,093
827
$3.25M 0.02%
13,452
+1,355
828
$3.25M 0.02%
1,914
+71
829
$3.24M 0.02%
137,025
-2,797
830
$3.23M 0.02%
88,429
-4,870
831
$3.23M 0.02%
25,242
-14,027
832
$3.23M 0.02%
209,760
+20,216
833
$3.22M 0.02%
81,499
+4,245
834
$3.21M 0.02%
94,199
+18,051
835
$3.21M 0.02%
26,740
+340
836
$3.2M 0.02%
57,378
+10,315
837
$3.19M 0.02%
4,288
+411
838
$3.19M 0.02%
199,226
-11,464
839
$3.19M 0.02%
101,795
+8,337
840
$3.18M 0.02%
25,904
-8,712
841
$3.18M 0.02%
47,467
+311
842
$3.18M 0.02%
69,121
-1,528
843
$3.17M 0.02%
198,400
-8,186
844
$3.16M 0.02%
4,004
+1,094
845
$3.14M 0.02%
47,045
-1,060
846
$3.14M 0.02%
20,186
-6,091
847
$3.12M 0.02%
73,425
+64,760
848
$3.12M 0.02%
27,888
-4,863
849
$3.11M 0.02%
51,356
+40,089
850
$3.11M 0.02%
103,604
+35,122
32 33
34
35 36