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
1126
$1.91M 0.01%
104,348
-1,591
1127
$1.91M 0.01%
73,974
-3,704
1128
$1.9M 0.01%
56,822
-1,566
1129
$1.9M 0.01%
34,282
+966
1130
$1.9M 0.01%
20,212
+5,361
1131
$1.9M 0.01%
20,039
-1,925
1132
$1.9M 0.01%
69,303
+1,597
1133
$1.9M 0.01%
47,928
+2,184
1134
$1.9M 0.01%
62,107
+654
1135
$1.89M 0.01%
58,950
+1,102
1136
$1.89M 0.01%
119,523
+144
1137
$1.89M 0.01%
68,833
+2,687
1138
$1.89M 0.01%
12,679
-180
1139
$1.88M 0.01%
28,701
-29,823
1140
$1.87M 0.01%
109,536
+1
1141
$1.86M 0.01%
37,183
+1,023
1142
$1.86M 0.01%
21,444
+3,359
1143
$1.85M 0.01%
48,683
+17,470
1144
$1.84M 0.01%
55,291
+14,078
1145
$1.84M 0.01%
11,242
-15,394
1146
$1.83M 0.01%
16,082
-476
1147
$1.83M 0.01%
73,087
-100,142
1148
$1.83M 0.01%
56,201
+7,740
1149
$1.83M 0.01%
79,418
-125,846
1150
$1.82M 0.01%
85,955
+22,586
44 45
46
47 48