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
1376
$1.24M 0.01%
22,914
+244
1377
$1.24M 0.01%
38,578
-5,289
1378
$1.24M 0.01%
17,575
-1,110
1379
$1.23M 0.01%
25,520
+2,495
1380
$1.23M 0.01%
40,725
+13,633
1381
$1.23M 0.01%
13,514
+567
1382
$1.22M 0.01%
1,638
+201
1383
$1.22M 0.01%
8,422
-804
1384
$1.22M 0.01%
38,552
1385
$1.22M 0.01%
36,269
-3,871
1386
$1.22M 0.01%
83,228
+5,454
1387
$1.21M 0.01%
15,188
-293
1388
$1.21M 0.01%
10,720
-68
1389
$1.21M 0.01%
25,018
+15,718
1390
$1.21M 0.01%
171,625
+4,400
1391
$1.21M 0.01%
45,971
+26,836
1392
$1.21M 0.01%
38,808
-4,179
1393
$1.21M 0.01%
30,240
+2,647
1394
$1.2M 0.01%
27,457
+2,097
1395
$1.2M 0.01%
8,270
+678
1396
$1.2M 0.01%
19,291
+10,593
1397
$1.2M 0.01%
2,325
+149
1398
$1.2M 0.01%
15,476
+1,047
1399
$1.19M 0.01%
55,238
-13,190
1400
$1.19M 0.01%
8,312
+1,090
54 55
56
57 58