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
2976
$82K ﹤0.01%
11,704
+1,120
2977
$81K ﹤0.01%
3,339
-80
2978
$81K ﹤0.01%
+16,970
2979
$80K ﹤0.01%
+508
2980
$79K ﹤0.01%
+17,848
2981
$79K ﹤0.01%
26,800
2982
$78K ﹤0.01%
28,179
+216
2983
$78K ﹤0.01%
+12,119
2984
$78K ﹤0.01%
14,630
+4,025
2985
$78K ﹤0.01%
+5
2986
$78K ﹤0.01%
16,000
2987
$75K ﹤0.01%
+686
2988
$75K ﹤0.01%
461
-623
2989
$74K ﹤0.01%
46
2990
$73K ﹤0.01%
10,763
-20
2991
$73K ﹤0.01%
39,571
-6,000
2992
$71K ﹤0.01%
33,600
+8,000
2993
$71K ﹤0.01%
10,830
-352
2994
$70K ﹤0.01%
534
+3
2995
$70K ﹤0.01%
13,488
+464
2996
$70K ﹤0.01%
11,113
+185
2997
$70K ﹤0.01%
+15,760
2998
$69K ﹤0.01%
647
+10
2999
$67K ﹤0.01%
13,472
+900
3000
$66K ﹤0.01%
+5,500
118 119
120
121 122