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 4.86%
4 Healthcare 3.87%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2.19M 0.01%
15,419
+4,239
1052
$2.19M 0.01%
3,843
+2,118
1053
$2.19M 0.01%
127,681
-166,137
1054
$2.18M 0.01%
37,951
+1,198
1055
$2.18M 0.01%
96,216
+2,296
1056
$2.18M 0.01%
8,965
+128
1057
$2.17M 0.01%
62,885
+15,929
1058
$2.16M 0.01%
55,494
-8,049
1059
$2.16M 0.01%
112,870
+2,137
1060
$2.16M 0.01%
18,232
+948
1061
$2.15M 0.01%
80,711
-33,946
1062
$2.15M 0.01%
43,679
-3,886
1063
$2.15M 0.01%
94,044
+14,476
1064
$2.15M 0.01%
19,054
-1,926
1065
$2.14M 0.01%
70,458
+961
1066
$2.13M 0.01%
12,289
-10,528
1067
$2.13M 0.01%
28,143
+19,224
1068
$2.13M 0.01%
11,033
+209
1069
$2.13M 0.01%
1,779
+1,163
1070
$2.09M 0.01%
47,993
+2,751
1071
$2.08M 0.01%
35,089
+3,271
1072
$2.08M 0.01%
102,887
+8,951
1073
$2.08M 0.01%
11,371
+1,192
1074
$2.08M 0.01%
24,863
-203
1075
$2.07M 0.01%
12,331
+606
41 42
43
44 45