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
2676
$232K ﹤0.01%
1,948
-127
2677
$232K ﹤0.01%
+6,412
2678
$232K ﹤0.01%
13,998
+21
2679
$231K ﹤0.01%
26,761
+4,046
2680
$231K ﹤0.01%
+12,332
2681
$231K ﹤0.01%
+5,507
2682
$231K ﹤0.01%
4,293
-28
2683
$231K ﹤0.01%
+5,463
2684
$231K ﹤0.01%
4,508
+7
2685
$231K ﹤0.01%
4,540
2686
$230K ﹤0.01%
4,163
-1,867
2687
$230K ﹤0.01%
4,735
+80
2688
$230K ﹤0.01%
7,748
-4,801
2689
$230K ﹤0.01%
5,355
-501
2690
$230K ﹤0.01%
37,819
2691
$230K ﹤0.01%
123,000
+33,815
2692
$230K ﹤0.01%
12,318
+206
2693
$230K ﹤0.01%
+6,179
2694
$229K ﹤0.01%
2,358
+312
2695
$229K ﹤0.01%
+4,720
2696
$228K ﹤0.01%
+2,103
2697
$228K ﹤0.01%
6,596
-204
2698
$227K ﹤0.01%
+5,671
2699
$227K ﹤0.01%
5,577
-2,440
2700
$227K ﹤0.01%
8,285
+755
106 107
108
109 110