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
3226
– –
-10,804
3227
– –
-9,311
3228
– –
-4,485
3229
– –
-3,363
3230
– –
-12,180
3231
– –
-5,282
3232
– –
-1,287
3233
– –
-3,488
3234
– –
-17,210
3235
– –
-2,850
3236
– –
-2,280
3237
– –
-7,327
3238
– –
-17,326
3239
– –
-31,124
3240
– –
-26,922
3241
– –
-11,000
3242
– –
-500
3243
– –
-3,449
3244
– –
-9,316
3245
– –
-13,855
3246
– –
-2,681
3247
– –
-100,320
3248
– –
-6
3249
– –
-7,789
3250
– –
-10,480
127 128 129
130
131