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
2926
– –
0
2927
$118K ﹤0.01%
33,066
+3,933
2928
$116K ﹤0.01%
+890
2929
$114K ﹤0.01%
22,519
+1
2930
$114K ﹤0.01%
11,261
2931
$113K ﹤0.01%
46,050
+1,302
2932
$112K ﹤0.01%
+10,958
2933
$112K ﹤0.01%
17,146
+1,606
2934
$112K ﹤0.01%
25,000
2935
$111K ﹤0.01%
+433
2936
$111K ﹤0.01%
+10,542
2937
$111K ﹤0.01%
13,288
+2,190
2938
$108K ﹤0.01%
11,010
2939
$108K ﹤0.01%
10,666
+366
2940
$107K ﹤0.01%
10,547
-349
2941
$107K ﹤0.01%
13,429
2942
$106K ﹤0.01%
11,637
+257
2943
$106K ﹤0.01%
10,861
+261
2944
$106K ﹤0.01%
+18,687
2945
$105K ﹤0.01%
1,797
-172
2946
$102K ﹤0.01%
13,642
-5,206
2947
$102K ﹤0.01%
+534
2948
$101K ﹤0.01%
+1,455
2949
$100K ﹤0.01%
40,612
+1,012
2950
$99K ﹤0.01%
+2,349
116 117
118
119 120