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
2551
$266K ﹤0.01%
12,400
2552
$266K ﹤0.01%
11,951
2553
$266K ﹤0.01%
29,504
-69
2554
$266K ﹤0.01%
6,053
+188
2555
$266K ﹤0.01%
+4,780
2556
$265K ﹤0.01%
10,376
-540
2557
$265K ﹤0.01%
4,833
+132
2558
$265K ﹤0.01%
1,014
+163
2559
$265K ﹤0.01%
1,755
2560
$265K ﹤0.01%
13,162
-51,483
2561
$264K ﹤0.01%
790
-926
2562
$264K ﹤0.01%
23,144
+43
2563
$264K ﹤0.01%
26,450
+15,011
2564
$263K ﹤0.01%
5,067
-1,487
2565
$263K ﹤0.01%
6,358
2566
$263K ﹤0.01%
19,344
+892
2567
$263K ﹤0.01%
2,282
+26
2568
$263K ﹤0.01%
9,026
2569
$263K ﹤0.01%
10,193
-2,309
2570
$262K ﹤0.01%
4,376
+112
2571
$262K ﹤0.01%
2,145
+490
2572
$261K ﹤0.01%
2,581
-22
2573
$261K ﹤0.01%
4,100
+808
2574
$261K ﹤0.01%
10,772
+1,194
2575
$261K ﹤0.01%
4,200
-2,760
101 102
103
104 105