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
101
$36.7M 0.18%
674,212
-26,503
102
$35.9M 0.18%
405,579
-15,268
103
$35.8M 0.18%
780,899
+26,356
104
$35.6M 0.18%
306,319
-13,831
105
$35.5M 0.18%
150,365
-8,384
106
$35.3M 0.17%
673,609
+1,790
107
$35.3M 0.17%
592,394
+219,414
108
$35.1M 0.17%
165,551
+17,210
109
$35M 0.17%
449,131
-21,670
110
$35M 0.17%
371,066
-18,755
111
$35M 0.17%
144,768
-13,399
112
$35M 0.17%
492,572
+47,819
113
$34.9M 0.17%
223,160
-22,955
114
$34.8M 0.17%
820,657
-37,586
115
$34M 0.17%
550,317
+18,166
116
$33.9M 0.17%
531,169
+285,664
117
$33.6M 0.17%
639,771
-64,106
118
$33.5M 0.17%
1,003,975
+308,000
119
$32.9M 0.16%
1,269,531
+78,166
120
$32.4M 0.16%
321,939
+34,505
121
$32.2M 0.16%
429,072
-18,533
122
$32.2M 0.16%
114,985
-678
123
$32M 0.16%
275,269
+31,978
124
$31.9M 0.16%
1,702,054
+98,990
125
$31.9M 0.16%
408,195
-12,693
3 4
5
6 7