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
1201
$1.68M 0.01%
75,758
-6,093
1202
$1.67M 0.01%
17,580
-2,568
1203
$1.67M 0.01%
19,280
-698
1204
$1.67M 0.01%
25,637
+705
1205
$1.66M 0.01%
43,712
-4,447
1206
$1.66M 0.01%
2,568
-714
1207
$1.66M 0.01%
20,926
+3,532
1208
$1.66M 0.01%
21,480
+3,314
1209
$1.66M 0.01%
14,213
-2,360
1210
$1.66M 0.01%
39,914
+3,421
1211
$1.65M 0.01%
32,006
+38
1212
$1.65M 0.01%
29,819
-806
1213
$1.65M 0.01%
52,966
-863
1214
$1.64M 0.01%
109,474
+2,666
1215
$1.63M 0.01%
5,749
+66
1216
$1.63M 0.01%
37,431
+1,503
1217
$1.63M 0.01%
75,171
+2,276
1218
$1.63M 0.01%
10,387
-10,227
1219
$1.62M 0.01%
55,101
+1,499
1220
$1.61M 0.01%
54,303
-25,988
1221
$1.61M 0.01%
82,819
+1,929
1222
$1.6M 0.01%
117,262
+1,556
1223
$1.6M 0.01%
31,413
+5,671
1224
$1.6M 0.01%
10,564
-3,193
1225
$1.6M 0.01%
16,611
+5,428
47 48
49
50 51