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
2476
$297K ﹤0.01%
1,263
+110
2477
$296K ﹤0.01%
6,631
+287
2478
$296K ﹤0.01%
743
+114
2479
$296K ﹤0.01%
12,752
+1,505
2480
$294K ﹤0.01%
4,812
+666
2481
$294K ﹤0.01%
6,192
-243
2482
$294K ﹤0.01%
18,808
-1,016
2483
$293K ﹤0.01%
+10,644
2484
$293K ﹤0.01%
4,864
+960
2485
$293K ﹤0.01%
5,227
+36
2486
$293K ﹤0.01%
10,688
2487
$292K ﹤0.01%
21,785
+2
2488
$292K ﹤0.01%
12,310
+7,734
2489
$291K ﹤0.01%
5,917
-1,007
2490
$290K ﹤0.01%
14,841
-1,265
2491
$290K ﹤0.01%
6,787
+494
2492
$290K ﹤0.01%
+15,060
2493
$289K ﹤0.01%
8,446
+250
2494
$289K ﹤0.01%
43,494
-11,579
2495
$289K ﹤0.01%
1,288
-11
2496
$289K ﹤0.01%
18,370
+4,132
2497
$288K ﹤0.01%
21,580
+4,480
2498
$288K ﹤0.01%
908
+313
2499
$288K ﹤0.01%
5,760
+980
2500
$288K ﹤0.01%
461
+38
98 99
100
101 102