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
2701
$227K ﹤0.01%
12,941
-95
2702
$227K ﹤0.01%
9,163
+974
2703
$227K ﹤0.01%
16,917
+3,812
2704
$226K ﹤0.01%
22,782
+46
2705
$226K ﹤0.01%
3,250
-119
2706
$225K ﹤0.01%
2,183
+331
2707
$225K ﹤0.01%
19,550
+51
2708
$225K ﹤0.01%
2,875
-529
2709
$225K ﹤0.01%
12,788
+1,310
2710
$224K ﹤0.01%
+7,570
2711
$224K ﹤0.01%
9,149
-47
2712
$224K ﹤0.01%
11,384
-238
2713
$224K ﹤0.01%
8,710
2714
$224K ﹤0.01%
15,463
-229
2715
$223K ﹤0.01%
459
-208
2716
$223K ﹤0.01%
4,617
+178
2717
$223K ﹤0.01%
11,906
-50
2718
$223K ﹤0.01%
6,396
-675
2719
$222K ﹤0.01%
9,184
-702
2720
$222K ﹤0.01%
15,490
2721
$221K ﹤0.01%
7,087
-2,955
2722
$221K ﹤0.01%
2,972
2723
$221K ﹤0.01%
16,428
+70
2724
$221K ﹤0.01%
+4,684
2725
$221K ﹤0.01%
37,428
+1,672
107 108
109
110 111