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
2776
$210K ﹤0.01%
+9,719
2777
$209K ﹤0.01%
3,164
-60
2778
$209K ﹤0.01%
2,130
-1,063
2779
$209K ﹤0.01%
4,465
-4,927
2780
$208K ﹤0.01%
+887
2781
$208K ﹤0.01%
1,603
+18
2782
$208K ﹤0.01%
+15,176
2783
$208K ﹤0.01%
3,815
-74
2784
$208K ﹤0.01%
13,632
2785
$207K ﹤0.01%
4,942
-100
2786
$207K ﹤0.01%
2,431
-20,121
2787
$207K ﹤0.01%
22,062
+2,707
2788
$207K ﹤0.01%
5,113
-9,275
2789
$206K ﹤0.01%
1,481
+15
2790
$206K ﹤0.01%
2,211
+802
2791
$206K ﹤0.01%
4,748
-661
2792
$205K ﹤0.01%
+19,225
2793
$205K ﹤0.01%
1,410
+78
2794
$205K ﹤0.01%
+10,093
2795
$204K ﹤0.01%
4,624
-128
2796
$204K ﹤0.01%
11,161
-2,922
2797
$204K ﹤0.01%
2,961
+51
2798
$204K ﹤0.01%
7,997
-73,668
2799
$204K ﹤0.01%
9,170
-930
2800
$204K ﹤0.01%
58
+10
110 111
112
113 114