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
201
$20.6M 0.1%
427,230
-9,737
202
$20.6M 0.1%
71,480
-4,396
203
$20.5M 0.1%
854,139
+31,395
204
$20.3M 0.1%
113,157
+4,762
205
$20.2M 0.1%
199,353
+70,535
206
$20.2M 0.1%
76,471
-2,256
207
$19.9M 0.1%
143,059
+9,187
208
$19.5M 0.1%
120,906
-15,553
209
$19.4M 0.1%
877,832
+49,188
210
$19.2M 0.09%
414,214
+7,549
211
$19M 0.09%
160,297
+3,088
212
$18.8M 0.09%
88,517
+4,830
213
$18.6M 0.09%
63,377
-38,726
214
$18.6M 0.09%
216,348
-13,445
215
$18.3M 0.09%
21,785
-178
216
$18.1M 0.09%
124,614
-9,777
217
$18.1M 0.09%
185,028
-1,887
218
$17.9M 0.09%
53,506
+3,299
219
$17.9M 0.09%
128,247
-7,163
220
$17.9M 0.09%
284,556
+34,392
221
$17.7M 0.09%
691,578
-14,334
222
$17.6M 0.09%
348,942
+8,267
223
$17.6M 0.09%
704,872
-2,160
224
$17.6M 0.09%
351,407
-34,401
225
$17.5M 0.09%
179,047
-57,295
7 8
9
10 11