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
876
$2.99M 0.01%
148,977
-4,696
877
$2.99M 0.01%
55,648
+10,651
878
$2.98M 0.01%
222,965
+19,953
879
$2.98M 0.01%
209,259
+8,072
880
$2.98M 0.01%
14,936
-3,181
881
$2.96M 0.01%
258,164
-134,009
882
$2.96M 0.01%
43,081
+1,712
883
$2.94M 0.01%
24,228
+514
884
$2.94M 0.01%
32,667
-523
885
$2.93M 0.01%
33,670
+5,013
886
$2.92M 0.01%
14,347
+1,509
887
$2.92M 0.01%
108,612
-645
888
$2.91M 0.01%
28,888
+4,224
889
$2.91M 0.01%
59,011
+16,879
890
$2.89M 0.01%
52,686
-2,167
891
$2.87M 0.01%
7,379
-296
892
$2.87M 0.01%
+87,691
893
$2.87M 0.01%
37,525
+3,727
894
$2.87M 0.01%
11,304
-68
895
$2.87M 0.01%
106,716
+9,808
896
$2.86M 0.01%
33,792
+1,618
897
$2.86M 0.01%
160,383
+15,429
898
$2.86M 0.01%
89,566
+27,448
899
$2.85M 0.01%
59,165
+159
900
$2.84M 0.01%
132,192
+1,648
34 35
36
37 38