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
1101
$1.99M 0.01%
67,438
1102
$1.99M 0.01%
378,351
+19,100
1103
$1.99M 0.01%
13,244
-2,180
1104
$1.99M 0.01%
41,685
+31,454
1105
$1.98M 0.01%
23,853
-1,597
1106
$1.98M 0.01%
17,209
+135
1107
$1.97M 0.01%
67,375
-58,832
1108
$1.97M 0.01%
410
+80
1109
$1.96M 0.01%
4,399
+318
1110
$1.96M 0.01%
3,878
+940
1111
$1.95M 0.01%
41,495
-1,043
1112
$1.95M 0.01%
13,136
-5,288
1113
$1.95M 0.01%
47,567
+2,115
1114
$1.95M 0.01%
12,190
-154
1115
$1.94M 0.01%
58,235
+1,921
1116
$1.94M 0.01%
143,146
-59,834
1117
$1.94M 0.01%
49,763
-30,192
1118
$1.93M 0.01%
24,886
+1,283
1119
$1.93M 0.01%
17,752
-1,068
1120
$1.93M 0.01%
6,743
-48
1121
$1.92M 0.01%
10,988
-1,351
1122
$1.92M 0.01%
45,198
-11,061
1123
$1.92M 0.01%
15,526
+256
1124
$1.92M 0.01%
4,416
+78
1125
$1.92M 0.01%
49,877
+37,361
43 44
45
46 47