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
176
$24.6M 0.12%
532,005
+31,229
177
$24.6M 0.12%
632,783
+46,044
178
$24.4M 0.12%
169,377
-1,625
179
$24.3M 0.12%
219,033
+14,846
180
$24.2M 0.12%
1,711,970
-113,900
181
$23.8M 0.12%
383,978
+5,501
182
$23.6M 0.12%
91,539
-742
183
$23.6M 0.12%
310,838
-28,851
184
$23.5M 0.12%
101,766
-1,782
185
$23.2M 0.11%
312,421
-12,632
186
$23.2M 0.11%
188,206
+4,340
187
$23M 0.11%
455,880
-214,320
188
$22.9M 0.11%
408,756
+13,961
189
$22.4M 0.11%
58,308
+18,296
190
$22.4M 0.11%
123,093
-10,378
191
$22M 0.11%
483,496
-14,377
192
$21.9M 0.11%
217,120
-155,717
193
$21.7M 0.11%
88,438
+1,971
194
$21.6M 0.11%
145,494
-5,493
195
$21.6M 0.11%
288,860
-27,851
196
$21.5M 0.11%
211,054
-1,191
197
$21.2M 0.1%
165,394
+30,978
198
$21M 0.1%
36,681
-5,819
199
$20.9M 0.1%
1,081,828
+62,106
200
$20.9M 0.1%
88,854
+342
6 7
8
9 10