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
1401
$1.19M 0.01%
19,244
+1,972
1402
$1.19M 0.01%
26,683
+3,831
1403
$1.19M 0.01%
89,892
+11,746
1404
$1.18M 0.01%
9,709
+1,384
1405
$1.18M 0.01%
23,849
+392
1406
$1.18M 0.01%
15,251
-194
1407
$1.18M 0.01%
65,519
+5,698
1408
$1.18M 0.01%
47,955
+7,234
1409
$1.18M 0.01%
18,116
+783
1410
$1.18M 0.01%
52,610
-35,894
1411
$1.17M 0.01%
32,381
+14,643
1412
$1.17M 0.01%
5,866
-283
1413
$1.17M 0.01%
24,118
-837
1414
$1.16M 0.01%
31,908
+324
1415
$1.16M 0.01%
9,733
-1,279
1416
$1.16M 0.01%
9,735
+4,394
1417
$1.16M 0.01%
17,061
+662
1418
$1.16M 0.01%
72,042
+3,174
1419
$1.16M 0.01%
22,773
-450
1420
$1.15M 0.01%
72,072
+967
1421
$1.15M 0.01%
93,995
+20,309
1422
$1.15M 0.01%
159,951
-7,022
1423
$1.15M 0.01%
18,956
+695
1424
$1.15M 0.01%
47,076
-42,497
1425
$1.15M 0.01%
40,415
+4,017
55 56
57
58 59