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
2601
$254K ﹤0.01%
8,553
2602
$254K ﹤0.01%
19,022
+3,833
2603
$254K ﹤0.01%
12,212
+404
2604
$254K ﹤0.01%
5,911
+651
2605
$254K ﹤0.01%
8,913
+28
2606
$254K ﹤0.01%
+9,608
2607
$253K ﹤0.01%
+14,157
2608
$253K ﹤0.01%
8,014
+63
2609
$253K ﹤0.01%
16,655
2610
$253K ﹤0.01%
5,054
-196
2611
$253K ﹤0.01%
7,779
+1
2612
$253K ﹤0.01%
7,892
+1,981
2613
$253K ﹤0.01%
2,067
+15
2614
$253K ﹤0.01%
4,965
2615
$252K ﹤0.01%
11,004
-58
2616
$252K ﹤0.01%
5,927
-1,105
2617
$251K ﹤0.01%
3,981
+200
2618
$251K ﹤0.01%
13,985
+945
2619
$251K ﹤0.01%
4,910
+105
2620
$249K ﹤0.01%
2,763
+63
2621
$249K ﹤0.01%
+2,470
2622
$249K ﹤0.01%
31,152
-520
2623
$248K ﹤0.01%
11,140
+288
2624
$248K ﹤0.01%
+7,212
2625
$247K ﹤0.01%
+5,236
103 104
105
106 107