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
2801
$203K ﹤0.01%
+8,278
2802
$203K ﹤0.01%
+7,896
2803
$203K ﹤0.01%
15,203
-615
2804
$203K ﹤0.01%
+12,815
2805
$203K ﹤0.01%
5,844
+611
2806
$203K ﹤0.01%
12,727
2807
$202K ﹤0.01%
+147
2808
$201K ﹤0.01%
+6,529
2809
$201K ﹤0.01%
4,078
-80
2810
$201K ﹤0.01%
+6,329
2811
$201K ﹤0.01%
4,554
-299
2812
$201K ﹤0.01%
12,738
+14
2813
$201K ﹤0.01%
+2,305
2814
$200K ﹤0.01%
+3,398
2815
$200K ﹤0.01%
50,887
-7,850
2816
$200K ﹤0.01%
1,861
-124
2817
$200K ﹤0.01%
+9,931
2818
$200K ﹤0.01%
392
+18
2819
$197K ﹤0.01%
11,856
-200
2820
$197K ﹤0.01%
25,675
-2,717
2821
$193K ﹤0.01%
5,231
+292
2822
$189K ﹤0.01%
+22,707
2823
$188K ﹤0.01%
14,525
-279
2824
$187K ﹤0.01%
14,630
+500
2825
$186K ﹤0.01%
14,140
+1,975
111 112
113
114 115