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
2501
$287K ﹤0.01%
13,398
-24,016
2502
$286K ﹤0.01%
9,088
+380
2503
$286K ﹤0.01%
21,127
-81
2504
$285K ﹤0.01%
13,036
+124
2505
$284K ﹤0.01%
9,131
-3,832
2506
$284K ﹤0.01%
39,005
+5
2507
$284K ﹤0.01%
872
-16
2508
$282K ﹤0.01%
8,397
-1,101
2509
$282K ﹤0.01%
+4,046
2510
$281K ﹤0.01%
2,232
+360
2511
$281K ﹤0.01%
10,538
-448
2512
$281K ﹤0.01%
7,747
+447
2513
$281K ﹤0.01%
5,160
+212
2514
$281K ﹤0.01%
28,824
-2,679
2515
$281K ﹤0.01%
3,732
-462
2516
$280K ﹤0.01%
2,744
+70
2517
$280K ﹤0.01%
5,891
+897
2518
$280K ﹤0.01%
5,787
-418
2519
$280K ﹤0.01%
10,427
-94
2520
$279K ﹤0.01%
17,378
-200
2521
$279K ﹤0.01%
9,964
-3
2522
$279K ﹤0.01%
35,092
+5,213
2523
$278K ﹤0.01%
2,353
+84
2524
$277K ﹤0.01%
6,806
+1,588
2525
$277K ﹤0.01%
+14,083
99 100
101
102 103