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
901
$2.84M 0.01%
19,305
+13,975
902
$2.83M 0.01%
93,113
-98,755
903
$2.83M 0.01%
60,772
-8,160
904
$2.83M 0.01%
62,420
+53,493
905
$2.83M 0.01%
92,443
+5,433
906
$2.83M 0.01%
36,130
-14,207
907
$2.82M 0.01%
58,644
-2,277
908
$2.81M 0.01%
4,156
+1,436
909
$2.8M 0.01%
92,975
+192
910
$2.79M 0.01%
114,933
-9,091
911
$2.79M 0.01%
93,657
+57,921
912
$2.77M 0.01%
36,680
-12,853
913
$2.76M 0.01%
62,417
-307
914
$2.75M 0.01%
33,449
+572
915
$2.74M 0.01%
110,713
+7,475
916
$2.73M 0.01%
71,904
-244
917
$2.73M 0.01%
18,782
+4,797
918
$2.73M 0.01%
43,463
+1,208
919
$2.73M 0.01%
132,150
-66,455
920
$2.73M 0.01%
64,300
+20,645
921
$2.73M 0.01%
93,144
-102,807
922
$2.73M 0.01%
48,717
-47,889
923
$2.72M 0.01%
353,362
-995
924
$2.72M 0.01%
75,086
+11,255
925
$2.72M 0.01%
29,804
+11,525
35 36
37
38 39