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
1251
$1.49M 0.01%
8,708
-314
1252
$1.48M 0.01%
17,727
+888
1253
$1.48M 0.01%
22,112
-19,242
1254
$1.48M 0.01%
97,869
+3,682
1255
$1.48M 0.01%
33,471
+16,417
1256
$1.48M 0.01%
30,888
-918
1257
$1.48M 0.01%
17,169
-414
1258
$1.48M 0.01%
23,359
-27,305
1259
$1.48M 0.01%
9,784
+1,868
1260
$1.48M 0.01%
10,994
+1,164
1261
$1.47M 0.01%
21,818
-1,927
1262
$1.47M 0.01%
47,362
-4,187
1263
$1.47M 0.01%
53,407
-475
1264
$1.47M 0.01%
120,583
+1,536
1265
$1.47M 0.01%
83,388
+464
1266
$1.47M 0.01%
44,885
-367
1267
$1.46M 0.01%
16,598
+550
1268
$1.46M 0.01%
88,955
+13,261
1269
$1.46M 0.01%
18,967
-838
1270
$1.46M 0.01%
26,047
+2,441
1271
$1.45M 0.01%
9,584
-365
1272
$1.45M 0.01%
21,588
-15,455
1273
$1.44M 0.01%
16,686
-17,810
1274
$1.44M 0.01%
13,646
+3,185
1275
$1.44M 0.01%
23,203
-6,858
49 50
51
52 53