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
2826
$183K ﹤0.01%
37,677
+19,864
2827
$181K ﹤0.01%
18,275
-750
2828
$180K ﹤0.01%
11,410
+146
2829
$180K ﹤0.01%
+23
2830
$179K ﹤0.01%
19,933
+2,566
2831
$179K ﹤0.01%
23,084
+464
2832
$179K ﹤0.01%
17,723
+910
2833
$178K ﹤0.01%
20,100
2834
$178K ﹤0.01%
12,266
+1
2835
$178K ﹤0.01%
11,248
+38
2836
$177K ﹤0.01%
18,286
+2,416
2837
$176K ﹤0.01%
24,614
-3,718
2838
$175K ﹤0.01%
22,300
-5,755
2839
$175K ﹤0.01%
16,188
-143
2840
$174K ﹤0.01%
+10,653
2841
$174K ﹤0.01%
14,276
+1,698
2842
$173K ﹤0.01%
11,251
-1,017
2843
$173K ﹤0.01%
44,229
+18,959
2844
$171K ﹤0.01%
12,360
-4,597
2845
$169K ﹤0.01%
+17,000
2846
$168K ﹤0.01%
4,669
+988
2847
$167K ﹤0.01%
18,500
2848
$167K ﹤0.01%
20,830
+1,158
2849
$167K ﹤0.01%
+1,535
2850
$166K ﹤0.01%
23,118
112 113
114
115 116