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
3001
$66K ﹤0.01%
13,550
+1,240
3002
$64K ﹤0.01%
12,500
3003
$63K ﹤0.01%
11,340
3004
$63K ﹤0.01%
926
3005
$62K ﹤0.01%
39,000
-1,000
3006
$62K ﹤0.01%
+11,755
3007
$61K ﹤0.01%
695
3008
$60K ﹤0.01%
+18,405
3009
$59K ﹤0.01%
2,347
+659
3010
$57K ﹤0.01%
539
+133
3011
$56K ﹤0.01%
12,201
-1,177
3012
$56K ﹤0.01%
555
-195
3013
$55K ﹤0.01%
21,466
3014
$54K ﹤0.01%
+11,973
3015
$52K ﹤0.01%
769
+48
3016
$52K ﹤0.01%
5,383
3017
$52K ﹤0.01%
13,601
-500
3018
$49K ﹤0.01%
629
-10
3019
$48K ﹤0.01%
480
-1,022
3020
$47K ﹤0.01%
14,585
+274
3021
$47K ﹤0.01%
15,467
+2,470
3022
$46K ﹤0.01%
4,944
+995
3023
$46K ﹤0.01%
1,381
+160
3024
$46K ﹤0.01%
26,000
+6,000
3025
$45K ﹤0.01%
20,002
+2
119 120
121
122 123