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
151
$28.3M 0.14%
139,653
-4,766
152
$28.1M 0.14%
264,287
+35,089
153
$28.1M 0.14%
122,875
+504
154
$28M 0.14%
475,409
+31,843
155
$27.8M 0.14%
251,305
+18,354
156
$27.8M 0.14%
624,909
+353,579
157
$27.8M 0.14%
1,046,793
-136,814
158
$27.7M 0.14%
326,733
-1,427
159
$27.7M 0.14%
188,685
+7,900
160
$27.7M 0.14%
208,242
+4,040
161
$27.4M 0.14%
539,437
+106,278
162
$27.4M 0.14%
201,750
+4,350
163
$27.2M 0.13%
432,542
-40,246
164
$26.8M 0.13%
452,183
-707,141
165
$26.7M 0.13%
737,022
+93,459
166
$26.2M 0.13%
109,351
-48,988
167
$26M 0.13%
487,930
+7,177
168
$26M 0.13%
812,323
-7,294
169
$25.8M 0.13%
597,822
+9,660
170
$25.8M 0.13%
368,949
+15,481
171
$25.6M 0.13%
198,129
-6,429
172
$25.5M 0.13%
53,077
-9,002
173
$25.1M 0.12%
421,358
+9,468
174
$25M 0.12%
381,891
+5,532
175
$24.7M 0.12%
658,097
+14,972
5 6
7
8 9