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
1151
$1.82M 0.01%
12,204
-205
1152
$1.82M 0.01%
50,233
+326
1153
$1.82M 0.01%
130,350
+80,088
1154
$1.81M 0.01%
27,311
-3,129
1155
$1.81M 0.01%
43,879
+37,352
1156
$1.8M 0.01%
22,542
+9,750
1157
$1.79M 0.01%
61,767
-26,216
1158
$1.79M 0.01%
72,855
+13,165
1159
$1.78M 0.01%
55,645
-67,670
1160
$1.78M 0.01%
19,134
-19,936
1161
$1.78M 0.01%
12,938
+768
1162
$1.77M 0.01%
46,384
+838
1163
$1.77M 0.01%
84,621
-515
1164
$1.77M 0.01%
3,852
+230
1165
$1.77M 0.01%
46,063
-28,773
1166
$1.77M 0.01%
8,519
+613
1167
$1.76M 0.01%
13,949
-2,176
1168
$1.76M 0.01%
86,475
+11,916
1169
$1.76M 0.01%
55,690
+6,130
1170
$1.76M 0.01%
64,098
+3,290
1171
$1.76M 0.01%
57,918
+11,318
1172
$1.75M 0.01%
11,996
1173
$1.75M 0.01%
61,815
+13,339
1174
$1.75M 0.01%
61,148
-9,405
1175
$1.75M 0.01%
15,219
+8,118
45 46
47
48 49