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
2576
$260K ﹤0.01%
10,672
-2,648
2577
$260K ﹤0.01%
3,064
2578
$259K ﹤0.01%
69,106
-24,656
2579
$259K ﹤0.01%
5,908
-594
2580
$258K ﹤0.01%
7,917
+31
2581
$258K ﹤0.01%
14,959
+1,750
2582
$258K ﹤0.01%
9,000
+435
2583
$258K ﹤0.01%
4,172
-728
2584
$258K ﹤0.01%
1,255
+176
2585
$257K ﹤0.01%
2,857
+844
2586
$257K ﹤0.01%
3,526
-18
2587
$257K ﹤0.01%
9,414
+9
2588
$257K ﹤0.01%
+9,222
2589
$257K ﹤0.01%
8,138
+507
2590
$257K ﹤0.01%
10,250
+633
2591
$257K ﹤0.01%
7,833
2592
$256K ﹤0.01%
10,273
+1,345
2593
$256K ﹤0.01%
9,722
-27,282
2594
$256K ﹤0.01%
+12,574
2595
$255K ﹤0.01%
6,686
-10,013
2596
$255K ﹤0.01%
2,459
-13
2597
$255K ﹤0.01%
33,236
+5,555
2598
$255K ﹤0.01%
4,572
+204
2599
$255K ﹤0.01%
2,671
-1,830
2600
$255K ﹤0.01%
7,974
-3,667
102 103
104
105 106