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
2651
$239K ﹤0.01%
10,531
-462
2652
$238K ﹤0.01%
1,508
-263
2653
$238K ﹤0.01%
3,555
+310
2654
$238K ﹤0.01%
18,977
+1,500
2655
$238K ﹤0.01%
566
-144
2656
$237K ﹤0.01%
8,253
-142,688
2657
$237K ﹤0.01%
9,790
-5,102
2658
$237K ﹤0.01%
+8,324
2659
$237K ﹤0.01%
+5,915
2660
$237K ﹤0.01%
+9,502
2661
$237K ﹤0.01%
5,644
-100
2662
$236K ﹤0.01%
6,103
2663
$236K ﹤0.01%
4,462
+3
2664
$235K ﹤0.01%
17,718
+5,104
2665
$234K ﹤0.01%
31,722
+5,695
2666
$234K ﹤0.01%
3,444
-30
2667
$234K ﹤0.01%
7,335
-400
2668
$234K ﹤0.01%
2,067
-125
2669
$233K ﹤0.01%
50,718
+471
2670
$233K ﹤0.01%
19,246
+5,222
2671
$233K ﹤0.01%
+15,318
2672
$233K ﹤0.01%
+8,009
2673
$233K ﹤0.01%
+8,450
2674
$232K ﹤0.01%
13,582
+369
2675
$232K ﹤0.01%
1,739
-54
105 106
107
108 109