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
1026
$2.26M 0.01%
79,928
+70,728
1027
$2.26M 0.01%
18,879
-9,737
1028
$2.25M 0.01%
55,305
-75
1029
$2.25M 0.01%
22,657
+1,048
1030
$2.25M 0.01%
519,821
+32,368
1031
$2.25M 0.01%
42,712
-8,949
1032
$2.24M 0.01%
39,808
-3,317
1033
$2.24M 0.01%
66,210
-1,847
1034
$2.24M 0.01%
18,686
+694
1035
$2.24M 0.01%
16,782
-8
1036
$2.23M 0.01%
74,512
+6,790
1037
$2.23M 0.01%
+64,466
1038
$2.23M 0.01%
23,203
-63
1039
$2.23M 0.01%
35,505
+537
1040
$2.23M 0.01%
57,859
+5,128
1041
$2.23M 0.01%
33,896
-43
1042
$2.22M 0.01%
131,810
+31,402
1043
$2.22M 0.01%
12,234
-1,038
1044
$2.21M 0.01%
44,630
-828
1045
$2.2M 0.01%
66,770
+4,570
1046
$2.2M 0.01%
37,488
+2,021
1047
$2.2M 0.01%
53,854
+5,728
1048
$2.2M 0.01%
11,093
-413
1049
$2.19M 0.01%
147,833
+14,927
1050
$2.19M 0.01%
14,719
+732
40 41
42
43 44