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
2751
$215K ﹤0.01%
+5,546
2752
$214K ﹤0.01%
+1,477
2753
$214K ﹤0.01%
6,674
2754
$214K ﹤0.01%
4,115
-68
2755
$213K ﹤0.01%
6,274
-787
2756
$213K ﹤0.01%
+8,543
2757
$213K ﹤0.01%
10,000
-13
2758
$213K ﹤0.01%
2,337
-198
2759
$213K ﹤0.01%
14,032
+3,222
2760
$213K ﹤0.01%
+1,843
2761
$212K ﹤0.01%
+1,659
2762
$212K ﹤0.01%
10,107
+1,020
2763
$212K ﹤0.01%
3,146
2764
$212K ﹤0.01%
2,327
+6
2765
$212K ﹤0.01%
7,220
-351
2766
$212K ﹤0.01%
22,432
+1,050
2767
$211K ﹤0.01%
+14,294
2768
$211K ﹤0.01%
+19,947
2769
$211K ﹤0.01%
+2,171
2770
$210K ﹤0.01%
3,898
+33
2771
$210K ﹤0.01%
9,232
+50
2772
$210K ﹤0.01%
+4,061
2773
$210K ﹤0.01%
8,472
+33
2774
$210K ﹤0.01%
+4,541
2775
$210K ﹤0.01%
2,107
+2
109 110
111
112 113