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
1276
$1.44M 0.01%
11,390
+649
1277
$1.44M 0.01%
74,714
+19,151
1278
$1.43M 0.01%
82,536
+2,814
1279
$1.43M 0.01%
7,018
-71
1280
$1.43M 0.01%
87,496
+21,669
1281
$1.43M 0.01%
36,592
+1,502
1282
$1.43M 0.01%
44,661
+30,950
1283
$1.43M 0.01%
43,639
+3,091
1284
$1.43M 0.01%
14,913
+834
1285
$1.42M 0.01%
+15,352
1286
$1.42M 0.01%
133,079
+4,516
1287
$1.42M 0.01%
139,998
-104,198
1288
$1.42M 0.01%
39,418
-3
1289
$1.42M 0.01%
36,123
+2,839
1290
$1.42M 0.01%
103,242
-10,997
1291
$1.42M 0.01%
19,726
-949
1292
$1.41M 0.01%
76,273
+56,485
1293
$1.41M 0.01%
28,438
+18,236
1294
$1.41M 0.01%
48,908
+11,874
1295
$1.41M 0.01%
58,408
-20,019
1296
$1.41M 0.01%
47,709
-5,259
1297
$1.41M 0.01%
19,262
-31,073
1298
$1.41M 0.01%
+56,691
1299
$1.41M 0.01%
12,528
-518
1300
$1.41M 0.01%
33,596
-1,258
50 51
52
53 54