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
2526
$276K ﹤0.01%
15,338
+638
2527
$276K ﹤0.01%
4,813
-269
2528
$276K ﹤0.01%
7,790
+2,107
2529
$276K ﹤0.01%
3,239
-29,262
2530
$276K ﹤0.01%
8,229
+552
2531
$276K ﹤0.01%
15,188
+4,014
2532
$276K ﹤0.01%
3,827
+189
2533
$275K ﹤0.01%
+33,671
2534
$275K ﹤0.01%
10,727
-5,383
2535
$275K ﹤0.01%
+1,883
2536
$275K ﹤0.01%
20,729
-650
2537
$275K ﹤0.01%
26,509
-999
2538
$274K ﹤0.01%
+18,670
2539
$273K ﹤0.01%
6,601
+706
2540
$272K ﹤0.01%
12,805
-3,290
2541
$272K ﹤0.01%
3,592
-290
2542
$272K ﹤0.01%
21,125
+198
2543
$271K ﹤0.01%
+3,496
2544
$271K ﹤0.01%
+7,906
2545
$270K ﹤0.01%
4,832
+798
2546
$270K ﹤0.01%
19,049
+5,984
2547
$269K ﹤0.01%
483
+93
2548
$268K ﹤0.01%
19,679
-22,446
2549
$267K ﹤0.01%
4,578
-1,209
2550
$267K ﹤0.01%
+10,172
100 101
102
103 104