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
2876
$152K ﹤0.01%
101,344
-34,638
2877
$151K ﹤0.01%
+24,700
2878
$151K ﹤0.01%
22,796
+12,002
2879
$150K ﹤0.01%
11,367
-2,348
2880
$148K ﹤0.01%
14,365
+52
2881
$148K ﹤0.01%
31,344
+4,992
2882
$147K ﹤0.01%
12,089
+263
2883
$147K ﹤0.01%
1,143
-204
2884
$145K ﹤0.01%
2,030
-300
2885
$145K ﹤0.01%
24,826
-19,090
2886
$144K ﹤0.01%
18,989
-49
2887
$143K ﹤0.01%
11,104
-503
2888
$143K ﹤0.01%
1,000
-1,148
2889
$143K ﹤0.01%
1,160
2890
$143K ﹤0.01%
+18,408
2891
$142K ﹤0.01%
6,285
+2
2892
$141K ﹤0.01%
10,337
+300
2893
$141K ﹤0.01%
17,356
+113
2894
$141K ﹤0.01%
46,100
+11,500
2895
$141K ﹤0.01%
+17,563
2896
$141K ﹤0.01%
408
-64
2897
$138K ﹤0.01%
13,362
+722
2898
$137K ﹤0.01%
+10,584
2899
$137K ﹤0.01%
11,000
+676
2900
$137K ﹤0.01%
+10,885
114 115
116
117 118