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
2851
$166K ﹤0.01%
72,025
+23,300
2852
$165K ﹤0.01%
15,998
+1,007
2853
$165K ﹤0.01%
12,162
+671
2854
$165K ﹤0.01%
+11,456
2855
$165K ﹤0.01%
85,870
2856
$164K ﹤0.01%
17,583
+5,928
2857
$163K ﹤0.01%
15,236
+31
2858
$163K ﹤0.01%
+10,000
2859
$163K ﹤0.01%
12,311
+93
2860
$162K ﹤0.01%
16,245
+5,717
2861
$162K ﹤0.01%
10,632
2862
$161K ﹤0.01%
15,000
2863
$161K ﹤0.01%
+22,712
2864
$161K ﹤0.01%
+11,279
2865
$160K ﹤0.01%
13,530
-3,745
2866
$160K ﹤0.01%
55,029
2867
$159K ﹤0.01%
17,888
-551
2868
$159K ﹤0.01%
695
+59
2869
$157K ﹤0.01%
10,633
-434
2870
$155K ﹤0.01%
12,634
-100
2871
$155K ﹤0.01%
2,334
-1,240
2872
$155K ﹤0.01%
27,130
+2,774
2873
$154K ﹤0.01%
10,749
+298
2874
$154K ﹤0.01%
10,586
2875
$153K ﹤0.01%
11,773
-520
113 114
115
116 117