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
1426
$1.15M 0.01%
38,391
+3,513
1427
$1.15M 0.01%
36,639
-2,108
1428
$1.14M 0.01%
13,481
+1,146
1429
$1.14M 0.01%
6,315
+327
1430
$1.14M 0.01%
22,265
+16,599
1431
$1.13M 0.01%
20,289
+860
1432
$1.13M 0.01%
38,598
+1,635
1433
$1.13M 0.01%
11,932
+281
1434
$1.13M 0.01%
19,238
+1,019
1435
$1.13M 0.01%
22,232
-475
1436
$1.13M 0.01%
34,147
-3,300
1437
$1.12M 0.01%
33,539
-4,322
1438
$1.12M 0.01%
44,392
+7,060
1439
$1.12M 0.01%
43,430
+70
1440
$1.11M 0.01%
2,927
+619
1441
$1.11M 0.01%
77,274
-28,877
1442
$1.11M 0.01%
30,889
+5,732
1443
$1.11M 0.01%
12,172
+6,856
1444
$1.11M 0.01%
20,891
+1,854
1445
$1.1M 0.01%
19,931
+2,096
1446
$1.1M 0.01%
23,705
+12,732
1447
$1.1M 0.01%
8,271
+654
1448
$1.1M 0.01%
42,440
-21,867
1449
$1.1M 0.01%
14,457
-2,693
1450
$1.1M 0.01%
42,243
+11,070
56 57
58
59 60