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
1226
$1.59M 0.01%
32,040
-50,691
1227
$1.59M 0.01%
3,699
-15
1228
$1.58M 0.01%
179,877
+28,295
1229
$1.58M 0.01%
11,120
-141
1230
$1.58M 0.01%
29,670
-2,283
1231
$1.58M 0.01%
8,001
-3,426
1232
$1.57M 0.01%
101,912
-4,772
1233
$1.56M 0.01%
13,783
+405
1234
$1.56M 0.01%
122,488
+509
1235
$1.55M 0.01%
64,668
-7,428
1236
$1.55M 0.01%
12,764
+3,608
1237
$1.54M 0.01%
46,939
+344
1238
$1.54M 0.01%
55,903
-7,704
1239
$1.54M 0.01%
34,458
+16,161
1240
$1.53M 0.01%
21,887
+6,756
1241
$1.53M 0.01%
32,265
-23,634
1242
$1.52M 0.01%
36,548
+6,922
1243
$1.52M 0.01%
10,003
+974
1244
$1.52M 0.01%
17,708
+4,075
1245
$1.5M 0.01%
14,289
-822
1246
$1.5M 0.01%
152,893
+5,156
1247
$1.49M 0.01%
30,066
+15,603
1248
$1.49M 0.01%
22,766
+13,047
1249
$1.49M 0.01%
29,787
-465
1250
$1.49M 0.01%
71,395
+21,562
48 49
50
51 52