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
1326
$1.34M 0.01%
21,154
-9,608
1327
$1.33M 0.01%
40,717
+2,219
1328
$1.33M 0.01%
51,049
+36,994
1329
$1.33M 0.01%
34,268
+386
1330
$1.33M 0.01%
29,007
+2,699
1331
$1.33M 0.01%
41,714
-253
1332
$1.32M 0.01%
10,698
+2,692
1333
$1.32M 0.01%
23,825
+1,120
1334
$1.32M 0.01%
56,760
+4,048
1335
$1.32M 0.01%
44,456
+1,803
1336
$1.32M 0.01%
75,381
+3,937
1337
$1.32M 0.01%
59,173
+4,159
1338
$1.32M 0.01%
22,652
+24
1339
$1.31M 0.01%
13,073
+7,447
1340
$1.31M 0.01%
18,191
-2,070
1341
$1.31M 0.01%
60,430
-7,879
1342
$1.31M 0.01%
13,076
+589
1343
$1.31M 0.01%
49,099
-4,325
1344
$1.31M 0.01%
26,055
-1,776
1345
$1.31M 0.01%
+1,866
1346
$1.31M 0.01%
61,148
+839
1347
$1.3M 0.01%
8,851
+2,458
1348
$1.3M 0.01%
50,954
-475
1349
$1.3M 0.01%
23,463
+1,977
1350
$1.3M 0.01%
6,718
+4,460
52 53
54
55 56