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
851
$3.1M 0.02%
53,087
-97
852
$3.1M 0.02%
63,853
-2,809
853
$3.1M 0.02%
21,410
+2,091
854
$3.09M 0.02%
7,832
-361
855
$3.08M 0.02%
56,727
+5,259
856
$3.07M 0.02%
138,780
-48,750
857
$3.07M 0.02%
36,191
+11,031
858
$3.07M 0.02%
39,655
-20,864
859
$3.05M 0.02%
121,594
+9,938
860
$3.04M 0.02%
56,940
+4,220
861
$3.04M 0.02%
12,786
+1,471
862
$3.04M 0.02%
431,343
+29,036
863
$3.04M 0.02%
43,375
-3,234
864
$3.03M 0.02%
21,463
-349
865
$3.03M 0.02%
218,087
+7,154
866
$3.03M 0.02%
275,736
-6,505
867
$3.02M 0.01%
30,027
+2,687
868
$3.02M 0.01%
95,694
+64,393
869
$3.02M 0.01%
40,871
+8,883
870
$3.02M 0.01%
58,163
-277
871
$3.02M 0.01%
97,780
+630
872
$3.01M 0.01%
141,410
+50,208
873
$3M 0.01%
183,184
-15,100
874
$3M 0.01%
244,940
-25,421
875
$2.99M 0.01%
372,419
-9,299
33 34
35
36 37