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
1301
$1.41M 0.01%
3,957
-352
1302
$1.4M 0.01%
12,881
-100
1303
$1.4M 0.01%
69,255
+9,544
1304
$1.4M 0.01%
55,569
-915
1305
$1.39M 0.01%
23,229
+4,225
1306
$1.39M 0.01%
35,590
-6,421
1307
$1.39M 0.01%
42,171
+4,420
1308
$1.38M 0.01%
12,810
-777
1309
$1.38M 0.01%
26,925
-4,645
1310
$1.38M 0.01%
74,697
-19,852
1311
$1.37M 0.01%
37,345
-558
1312
$1.36M 0.01%
8,644
+1,079
1313
$1.36M 0.01%
54,167
-15,397
1314
$1.36M 0.01%
56,425
-10,139
1315
$1.36M 0.01%
26,527
+7,690
1316
$1.36M 0.01%
18,055
-2,470
1317
$1.36M 0.01%
24,042
-2,041
1318
$1.35M 0.01%
2,225
+267
1319
$1.35M 0.01%
25,865
-781
1320
$1.35M 0.01%
39,939
+5,523
1321
$1.34M 0.01%
12,311
-3,704
1322
$1.34M 0.01%
21,999
-1,682
1323
$1.34M 0.01%
80,740
-3,630
1324
$1.34M 0.01%
43,688
-1,196
1325
$1.34M 0.01%
14,952
-464
51 52
53
54 55