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
1501
$1.02M 0.01%
22,267
+2,070
1502
$1.02M 0.01%
8,631
-881
1503
$1.02M 0.01%
23,075
-2,305
1504
$1.02M 0.01%
34,700
+24,475
1505
$1.02M 0.01%
66,739
+2,981
1506
$1.02M 0.01%
5,739
+2,688
1507
$1.02M 0.01%
41,375
-46,853
1508
$1.02M 0.01%
48,895
+21,593
1509
$1.02M 0.01%
7,267
+4,564
1510
$1.01M 0.01%
16,024
-27,254
1511
$1.01M 0.01%
2,514
+417
1512
$1.01M 0.01%
15,094
-276
1513
$1.01M 0.01%
5,120
+392
1514
$1M 0.01%
2,104
+559
1515
$1M 0.01%
54,945
+8,398
1516
$1M ﹤0.01%
6,501
+726
1517
$1M ﹤0.01%
3,565
-35
1518
$999K ﹤0.01%
70,113
-3,476
1519
$997K ﹤0.01%
7,748
+1,087
1520
$996K ﹤0.01%
+29,183
1521
$996K ﹤0.01%
7,901
-974
1522
$995K ﹤0.01%
9,649
+210
1523
$994K ﹤0.01%
27,830
+2,096
1524
$992K ﹤0.01%
9,916
-25,717
1525
$991K ﹤0.01%
27,555
+20
59 60
61
62 63