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
2726
$221K ﹤0.01%
1,339
+39
2727
$221K ﹤0.01%
4,192
+122
2728
$221K ﹤0.01%
12,802
+809
2729
$220K ﹤0.01%
5,662
+277
2730
$220K ﹤0.01%
+1,289
2731
$220K ﹤0.01%
5,782
+7
2732
$219K ﹤0.01%
26,731
+4,503
2733
$219K ﹤0.01%
4,860
-65
2734
$219K ﹤0.01%
35,830
+24,780
2735
$218K ﹤0.01%
1,730
-107
2736
$218K ﹤0.01%
58,477
-8,815
2737
$218K ﹤0.01%
+11,658
2738
$218K ﹤0.01%
798
+4
2739
$218K ﹤0.01%
4,995
+748
2740
$218K ﹤0.01%
10,511
-200
2741
$217K ﹤0.01%
+1,039
2742
$217K ﹤0.01%
43,610
-1,013
2743
$217K ﹤0.01%
4,167
+94
2744
$217K ﹤0.01%
257
2745
$217K ﹤0.01%
3,309
+257
2746
$217K ﹤0.01%
3,861
-133
2747
$217K ﹤0.01%
15,314
+25
2748
$216K ﹤0.01%
16,184
+6
2749
$216K ﹤0.01%
13,783
-19,122
2750
$215K ﹤0.01%
8,702
+1,126
108 109
110
111 112