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
3026
$45K ﹤0.01%
18,768
+1,049
3027
$44K ﹤0.01%
29,400
+5,000
3028
$44K ﹤0.01%
2,482
3029
$40K ﹤0.01%
11,023
-1,897
3030
$40K ﹤0.01%
10,668
-750
3031
$38K ﹤0.01%
+1,005
3032
$36K ﹤0.01%
10,000
3033
$36K ﹤0.01%
+2,669
3034
$34K ﹤0.01%
+962
3035
$33K ﹤0.01%
2,055
-239
3036
$31K ﹤0.01%
1,173
-32
3037
$28K ﹤0.01%
68
3038
$28K ﹤0.01%
15,468
+4,103
3039
$27K ﹤0.01%
4
3040
$27K ﹤0.01%
10,000
3041
$27K ﹤0.01%
10,000
3042
$27K ﹤0.01%
1,925
3043
$26K ﹤0.01%
1,026
-432
3044
$25K ﹤0.01%
10,700
-574
3045
$25K ﹤0.01%
1,209
3046
$22K ﹤0.01%
90
+5
3047
$21K ﹤0.01%
10,000
3048
$20K ﹤0.01%
347
-347
3049
$20K ﹤0.01%
15,499
3050
$20K ﹤0.01%
750
120 121
122
123 124