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
976
$2.48M 0.01%
37,587
+5,861
977
$2.48M 0.01%
58,644
-11,809
978
$2.48M 0.01%
80,254
+3,273
979
$2.48M 0.01%
112,752
+10,769
980
$2.47M 0.01%
22,106
-5,382
981
$2.47M 0.01%
+20,740
982
$2.47M 0.01%
39,514
+2,080
983
$2.46M 0.01%
162,208
+6,643
984
$2.46M 0.01%
39,840
+2,016
985
$2.45M 0.01%
142,976
-3,477
986
$2.44M 0.01%
71,932
+55,319
987
$2.44M 0.01%
8,542
+37
988
$2.43M 0.01%
72,417
+39,823
989
$2.43M 0.01%
17,280
-10,222
990
$2.43M 0.01%
39,037
+1,466
991
$2.42M 0.01%
13,826
-2,784
992
$2.42M 0.01%
92,266
-27,006
993
$2.42M 0.01%
36,530
-25,783
994
$2.4M 0.01%
66,076
+2,404
995
$2.38M 0.01%
14,228
-1,330
996
$2.38M 0.01%
15,454
-657
997
$2.37M 0.01%
242,286
+4,525
998
$2.37M 0.01%
24,821
+22
999
$2.37M 0.01%
37,587
+11,510
1000
$2.35M 0.01%
149,040
-5,015
38 39
40
41 42