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
1451
$1.09M 0.01%
42,613
+2,429
1452
$1.09M 0.01%
17,857
+988
1453
$1.09M 0.01%
11,917
+1,074
1454
$1.08M 0.01%
23,308
-362
1455
$1.08M 0.01%
22,128
+1,434
1456
$1.08M 0.01%
47,369
-249
1457
$1.07M 0.01%
11,238
-1,067
1458
$1.07M 0.01%
92,519
+12,474
1459
$1.07M 0.01%
+25,628
1460
$1.07M 0.01%
21,954
+697
1461
$1.07M 0.01%
61,313
+184
1462
$1.07M 0.01%
10,990
+490
1463
$1.07M 0.01%
+21,417
1464
$1.07M 0.01%
60,178
+1,825
1465
$1.07M 0.01%
20,155
-13,263
1466
$1.06M 0.01%
32,992
+1,148
1467
$1.06M 0.01%
4,877
-360
1468
$1.06M 0.01%
85,560
+1,659
1469
$1.06M 0.01%
14,268
-261
1470
$1.06M 0.01%
25,703
-2,844
1471
$1.06M 0.01%
5,625
+3,213
1472
$1.06M 0.01%
1,452
+16
1473
$1.05M 0.01%
33,282
+26,319
1474
$1.05M 0.01%
107,137
-1,853
1475
$1.05M 0.01%
28,724
-431
57 58
59
60 61