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
2951
$98K ﹤0.01%
11,600
-1,500
2952
$98K ﹤0.01%
28,901
-2,996
2953
$98K ﹤0.01%
+11,196
2954
$96K ﹤0.01%
3,053
-10,107
2955
$96K ﹤0.01%
14,095
+3,554
2956
$95K ﹤0.01%
11,095
+38
2957
$94K ﹤0.01%
14,005
-300
2958
$94K ﹤0.01%
+15,039
2959
$94K ﹤0.01%
467
2960
$93K ﹤0.01%
3,031
+6
2961
$93K ﹤0.01%
2,832
+1,090
2962
$93K ﹤0.01%
286
+40
2963
$93K ﹤0.01%
+78
2964
$92K ﹤0.01%
23,199
-60,764
2965
$92K ﹤0.01%
11,259
+93
2966
$91K ﹤0.01%
28
-7
2967
$91K ﹤0.01%
45,912
-1,568
2968
$87K ﹤0.01%
18,700
2969
$86K ﹤0.01%
+15,580
2970
$86K ﹤0.01%
11,500
2971
$86K ﹤0.01%
16,071
-129
2972
$85K ﹤0.01%
1,489
-50
2973
$82K ﹤0.01%
11,380
-1,818
2974
$82K ﹤0.01%
23,914
-2,345
2975
$82K ﹤0.01%
5,156
+733
117 118
119
120 121