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
1976
$546K ﹤0.01%
13,868
-2,336
1977
$546K ﹤0.01%
12,803
-1,128
1978
$545K ﹤0.01%
+7,396
1979
$545K ﹤0.01%
15,650
+210
1980
$545K ﹤0.01%
49,143
+917
1981
$545K ﹤0.01%
27,050
-4,068
1982
$544K ﹤0.01%
45,700
+2,294
1983
$544K ﹤0.01%
7,230
-6,025
1984
$544K ﹤0.01%
6,476
+2,734
1985
$543K ﹤0.01%
26,168
+1,182
1986
$543K ﹤0.01%
25,228
1987
$542K ﹤0.01%
+10,122
1988
$542K ﹤0.01%
13,247
+163
1989
$540K ﹤0.01%
21,348
+194
1990
$539K ﹤0.01%
19,241
-7,609
1991
$538K ﹤0.01%
9,717
+138
1992
$537K ﹤0.01%
10,772
-49
1993
$536K ﹤0.01%
13,098
-789
1994
$536K ﹤0.01%
6,010
-1,794
1995
$535K ﹤0.01%
17,499
-4,724
1996
$535K ﹤0.01%
5,943
-1,358
1997
$535K ﹤0.01%
40,318
+11,216
1998
$533K ﹤0.01%
14,013
-2,813
1999
$533K ﹤0.01%
1,045
+203
2000
$532K ﹤0.01%
26,120
+846
78 79
80
81 82