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
2001
$532K ﹤0.01%
10,905
+626
2002
$532K ﹤0.01%
11,015
+3,333
2003
$532K ﹤0.01%
41,337
-2,394
2004
$530K ﹤0.01%
8,838
+554
2005
$530K ﹤0.01%
15,264
+173
2006
$529K ﹤0.01%
17,176
-16,971
2007
$529K ﹤0.01%
9,014
-100
2008
$529K ﹤0.01%
2,260
-132
2009
$526K ﹤0.01%
35,455
-2,539
2010
$526K ﹤0.01%
69,894
+7,863
2011
$525K ﹤0.01%
14,375
-25
2012
$525K ﹤0.01%
12,282
+91
2013
$524K ﹤0.01%
10,858
+6,324
2014
$524K ﹤0.01%
100,000
2015
$523K ﹤0.01%
7,637
+10
2016
$523K ﹤0.01%
6,503
+726
2017
$523K ﹤0.01%
10,796
-1,229
2018
$522K ﹤0.01%
+17,900
2019
$522K ﹤0.01%
40,697
+9,172
2020
$522K ﹤0.01%
+16,384
2021
$521K ﹤0.01%
13,081
+6,755
2022
$521K ﹤0.01%
12,340
+171
2023
$521K ﹤0.01%
84,729
+35,741
2024
$521K ﹤0.01%
1,576
+170
2025
$520K ﹤0.01%
4,408
+479
79 80
81
82 83