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
2626
$247K ﹤0.01%
+40,850
2627
$247K ﹤0.01%
10
2628
$246K ﹤0.01%
4,129
-4
2629
$246K ﹤0.01%
4,231
-93,943
2630
$246K ﹤0.01%
35,261
+4,362
2631
$246K ﹤0.01%
14,369
+100
2632
$246K ﹤0.01%
+8,651
2633
$245K ﹤0.01%
4,003
+43
2634
$244K ﹤0.01%
15,025
-43
2635
$244K ﹤0.01%
11,760
-9,918
2636
$243K ﹤0.01%
3,418
-1,541
2637
$243K ﹤0.01%
+9,905
2638
$242K ﹤0.01%
+13,735
2639
$241K ﹤0.01%
8,081
+215
2640
$241K ﹤0.01%
10,692
-540
2641
$241K ﹤0.01%
1,704
-7,010
2642
$241K ﹤0.01%
2,756
+510
2643
$240K ﹤0.01%
+9,594
2644
$240K ﹤0.01%
2,388
+94
2645
$239K ﹤0.01%
2,862
-13,363
2646
$239K ﹤0.01%
5,837
-3,620
2647
$239K ﹤0.01%
+7,320
2648
$239K ﹤0.01%
4,627
-200
2649
$239K ﹤0.01%
9,471
+9
2650
$239K ﹤0.01%
9,436
-1,143
104 105
106
107 108