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
1076
$2.07M 0.01%
297,654
+78,411
1077
$2.06M 0.01%
34,470
-57,648
1078
$2.06M 0.01%
49,106
+25,971
1079
$2.05M 0.01%
31,035
+1,502
1080
$2.05M 0.01%
10,477
-120
1081
$2.05M 0.01%
43,077
+2,046
1082
$2.05M 0.01%
36,237
+1,609
1083
$2.04M 0.01%
113,321
-22,601
1084
$2.04M 0.01%
12,263
-211
1085
$2.04M 0.01%
57,736
+2,016
1086
$2.03M 0.01%
15,633
+454
1087
$2.03M 0.01%
27,196
+31
1088
$2.03M 0.01%
86,140
+13,712
1089
$2.02M 0.01%
7,152
+656
1090
$2.02M 0.01%
18,877
-71,441
1091
$2.02M 0.01%
12,128
-495
1092
$2.02M 0.01%
18,454
-2,298
1093
$2.02M 0.01%
30,948
-166
1094
$2.02M 0.01%
45,023
+1,262
1095
$2.02M 0.01%
117,870
+5,214
1096
$2.01M 0.01%
53,479
-5,160
1097
$2.01M 0.01%
42,453
+16,634
1098
$2.01M 0.01%
13,916
-3,569
1099
$2M 0.01%
7,581
+125
1100
$2M 0.01%
27,099
+17,805
42 43
44
45 46