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
126
$31.9M 0.16%
269,864
+3,571
127
$31.8M 0.16%
165,642
-4,319
128
$31.7M 0.16%
240,543
+19,959
129
$31.6M 0.16%
1,707,344
+197,536
130
$31.6M 0.16%
445,484
-363,460
131
$31.5M 0.16%
621,834
-36,923
132
$31.5M 0.16%
740,915
-3,053
133
$31.4M 0.16%
175,304
+14,842
134
$31.4M 0.15%
553,651
+29,329
135
$30.8M 0.15%
506,354
-23,663
136
$30.4M 0.15%
88,034
-6,770
137
$30.3M 0.15%
385,930
-33,638
138
$30.3M 0.15%
2,014,231
+256,517
139
$30.1M 0.15%
171,555
-17,093
140
$29.9M 0.15%
88,476
-4,962
141
$29.9M 0.15%
585,643
+149,741
142
$29.8M 0.15%
289,654
-8,573
143
$29.6M 0.15%
257,623
-93,727
144
$29.2M 0.14%
68,684
+10,769
145
$28.9M 0.14%
251,037
+11,491
146
$28.9M 0.14%
451,001
-36,037
147
$28.8M 0.14%
221,749
-70,861
148
$28.5M 0.14%
521,606
-8,834
149
$28.5M 0.14%
861,475
-108,865
150
$28.4M 0.14%
275,965
-93,239
4 5
6
7 8