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
951
$2.6M 0.01%
32,481
+2,245
952
$2.59M 0.01%
23,727
+455
953
$2.59M 0.01%
28,884
-1,614
954
$2.59M 0.01%
94,752
-21,786
955
$2.59M 0.01%
102,887
+54,021
956
$2.59M 0.01%
58,584
-25,408
957
$2.58M 0.01%
6,264
+2,718
958
$2.57M 0.01%
44,861
+9,637
959
$2.57M 0.01%
9,611
+6,592
960
$2.55M 0.01%
47,855
+250
961
$2.54M 0.01%
14,737
-86
962
$2.54M 0.01%
4,088
-1,817
963
$2.53M 0.01%
35,921
-66,633
964
$2.53M 0.01%
37,128
+11,162
965
$2.52M 0.01%
45,290
+4,338
966
$2.52M 0.01%
9,012
+2
967
$2.52M 0.01%
25,138
-4,074
968
$2.51M 0.01%
113,572
-226,775
969
$2.51M 0.01%
71,771
+24,128
970
$2.51M 0.01%
42,161
-3,120
971
$2.5M 0.01%
117,537
-742
972
$2.5M 0.01%
49,317
-9,843
973
$2.49M 0.01%
83,220
+73,132
974
$2.49M 0.01%
28,578
-36,078
975
$2.49M 0.01%
26,492
+5,766
37 38
39
40 41