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
1351
$1.29M 0.01%
28,406
+3,782
1352
$1.29M 0.01%
18,382
-36,063
1353
$1.28M 0.01%
19,310
1354
$1.28M 0.01%
28,306
-9
1355
$1.28M 0.01%
57,954
-41,199
1356
$1.28M 0.01%
87,446
+19,267
1357
$1.28M 0.01%
23,847
-7,521
1358
$1.28M 0.01%
14,474
-655
1359
$1.27M 0.01%
7,372
-1,425
1360
$1.27M 0.01%
4,386
-1,010
1361
$1.27M 0.01%
49,743
-17,375
1362
$1.27M 0.01%
59,079
+19,822
1363
$1.27M 0.01%
29,308
+1,184
1364
$1.26M 0.01%
15,681
-5,651
1365
$1.26M 0.01%
85,645
+29,731
1366
$1.26M 0.01%
43,999
+2,543
1367
$1.26M 0.01%
24,391
-4,404
1368
$1.26M 0.01%
41,034
-91,222
1369
$1.25M 0.01%
19,451
-61,251
1370
$1.25M 0.01%
+15,454
1371
$1.25M 0.01%
4,130
+202
1372
$1.25M 0.01%
74,673
+4,658
1373
$1.25M 0.01%
23,631
-264
1374
$1.24M 0.01%
17,252
-984
1375
$1.24M 0.01%
27,783
+5,515
53 54
55
56 57