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
2901
$136K ﹤0.01%
+11,761
2902
$136K ﹤0.01%
20,345
+4,030
2903
$136K ﹤0.01%
16,403
+1,699
2904
$132K ﹤0.01%
11,942
+133
2905
$132K ﹤0.01%
7,210
-49
2906
$132K ﹤0.01%
20,065
-1,996
2907
$129K ﹤0.01%
15,898
+295
2908
$129K ﹤0.01%
12,500
-1,000
2909
$128K ﹤0.01%
+12,158
2910
$128K ﹤0.01%
10,243
-2,000
2911
$126K ﹤0.01%
12,145
+326
2912
$126K ﹤0.01%
24,807
-7,281
2913
$125K ﹤0.01%
+11,374
2914
$125K ﹤0.01%
19,495
+3,100
2915
$124K ﹤0.01%
11,128
+320
2916
$124K ﹤0.01%
+12,367
2917
$123K ﹤0.01%
12,941
+30
2918
$123K ﹤0.01%
15,434
-1,024
2919
$123K ﹤0.01%
98
+2
2920
$123K ﹤0.01%
115,760
2921
$120K ﹤0.01%
+10,230
2922
$120K ﹤0.01%
3,601
+388
2923
$119K ﹤0.01%
21,579
-3,978
2924
$119K ﹤0.01%
+16,621
2925
$119K ﹤0.01%
46,434
+8,600
115 116
117
118 119