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
3051
$19K ﹤0.01%
+10,500
3052
$18K ﹤0.01%
4
+1
3053
– –
0
3054
$17K ﹤0.01%
30,765
3055
$16K ﹤0.01%
11,290
-1,225
3056
$16K ﹤0.01%
10,386
-2,102
3057
$16K ﹤0.01%
+30
3058
$15K ﹤0.01%
33,100
3059
$15K ﹤0.01%
14,319
3060
$14K ﹤0.01%
14,000
3061
$13K ﹤0.01%
17,775
-4,200
3062
$11K ﹤0.01%
277
3063
$11K ﹤0.01%
308
3064
$10K ﹤0.01%
+1,400
3065
$10K ﹤0.01%
+20,000
3066
$10K ﹤0.01%
12
+3
3067
$10K ﹤0.01%
2,278
+850
3068
$8K ﹤0.01%
510
3069
$8K ﹤0.01%
10,550
3070
$7K ﹤0.01%
995
3071
$5K ﹤0.01%
1
3072
– –
-2,575
3073
– –
-12,266
3074
– –
-6,189
3075
– –
-4,368
121 122
123
124 125