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
1476
$1.05M 0.01%
24,158
-442
1477
$1.05M 0.01%
287,074
-6,867
1478
$1.05M 0.01%
20,202
+924
1479
$1.05M 0.01%
131,710
+2,424
1480
$1.05M 0.01%
7,034
-4,100
1481
$1.04M 0.01%
18,607
-452
1482
$1.04M 0.01%
14,379
+229
1483
$1.04M 0.01%
41,323
-18,626
1484
$1.04M 0.01%
11,441
+6,101
1485
$1.04M 0.01%
29,286
-2,238
1486
$1.04M 0.01%
5,998
+535
1487
$1.04M 0.01%
11,040
-5,927
1488
$1.03M 0.01%
30,020
-4,072
1489
$1.03M 0.01%
12,052
-11,906
1490
$1.03M 0.01%
5,252
+1,088
1491
$1.03M 0.01%
7,482
-947
1492
$1.03M 0.01%
39,073
+4,779
1493
$1.03M 0.01%
17,764
+6,500
1494
$1.02M 0.01%
69,278
+9,654
1495
$1.02M 0.01%
15,730
+512
1496
$1.02M 0.01%
19,273
+2,531
1497
$1.02M 0.01%
5,117
-306
1498
$1.02M 0.01%
37,929
+1,535
1499
$1.02M 0.01%
13,791
-425
1500
$1.02M 0.01%
20,849
+714
58 59
60
61 62