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
926
$2.71M 0.01%
82,971
-5,589
927
$2.71M 0.01%
38,408
+2,574
928
$2.7M 0.01%
74,648
-4,150
929
$2.7M 0.01%
26,122
-1,409
930
$2.69M 0.01%
231,816
-15,131
931
$2.69M 0.01%
44,373
-52
932
$2.69M 0.01%
73,658
-19,653
933
$2.68M 0.01%
73,953
-1,732
934
$2.68M 0.01%
56,290
+9,552
935
$2.68M 0.01%
61,627
-1,817
936
$2.67M 0.01%
31,200
+2,979
937
$2.66M 0.01%
34,718
-4,662
938
$2.66M 0.01%
76,970
+1,637
939
$2.66M 0.01%
57,663
+3,250
940
$2.63M 0.01%
23,385
+3,569
941
$2.62M 0.01%
45,781
-8,839
942
$2.62M 0.01%
7,477
-338
943
$2.62M 0.01%
20,897
-15,240
944
$2.61M 0.01%
62,127
+801
945
$2.61M 0.01%
42,864
-8,776
946
$2.61M 0.01%
54,744
+9,255
947
$2.6M 0.01%
100,049
-11,920
948
$2.6M 0.01%
45,733
-648
949
$2.6M 0.01%
41,716
+1,449
950
$2.6M 0.01%
36,272
+8,961
36 37
38
39 40