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
1176
$1.74M 0.01%
22,098
+2,245
1177
$1.74M 0.01%
63,378
+18,663
1178
$1.74M 0.01%
36,373
-15,431
1179
$1.74M 0.01%
4,878
+2,928
1180
$1.74M 0.01%
+22,201
1181
$1.74M 0.01%
79,684
+2,985
1182
$1.74M 0.01%
26,520
-2,272
1183
$1.73M 0.01%
9,734
-2,518
1184
$1.73M 0.01%
8,339
-797
1185
$1.73M 0.01%
118,302
-214,557
1186
$1.73M 0.01%
38,811
-450
1187
$1.72M 0.01%
53,166
1188
$1.72M 0.01%
30,868
-101
1189
$1.71M 0.01%
152,585
-10,442
1190
$1.71M 0.01%
24,893
-8,255
1191
$1.71M 0.01%
7,573
+478
1192
$1.7M 0.01%
34,314
-394
1193
$1.7M 0.01%
9,389
+8,458
1194
$1.7M 0.01%
62,489
+2,093
1195
$1.7M 0.01%
44,706
-239
1196
$1.7M 0.01%
56,639
-12,319
1197
$1.7M 0.01%
30,903
-154
1198
$1.68M 0.01%
149,100
+31,220
1199
$1.68M 0.01%
8,398
+101
1200
$1.68M 0.01%
38,142
+7,286
46 47
48
49 50