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
1526
$989K ﹤0.01%
32,620
-11,345
1527
$989K ﹤0.01%
39,374
+3,471
1528
$989K ﹤0.01%
20,514
-1,776
1529
$988K ﹤0.01%
+16,957
1530
$987K ﹤0.01%
32,723
+5,118
1531
$986K ﹤0.01%
84,232
-259
1532
$986K ﹤0.01%
14,769
1533
$985K ﹤0.01%
5,412
+39
1534
$984K ﹤0.01%
19,268
-568
1535
$984K ﹤0.01%
28,399
-544
1536
$983K ﹤0.01%
36,177
+1,650
1537
$982K ﹤0.01%
16,441
+457
1538
$982K ﹤0.01%
27,335
+700
1539
$982K ﹤0.01%
33,591
+19,009
1540
$980K ﹤0.01%
15,832
+438
1541
$979K ﹤0.01%
3,586
+159
1542
$979K ﹤0.01%
25,068
-1,620
1543
$979K ﹤0.01%
96,546
+7,527
1544
$978K ﹤0.01%
16,020
-2,949
1545
$978K ﹤0.01%
17,994
+947
1546
$978K ﹤0.01%
11,215
-22,457
1547
$977K ﹤0.01%
15,820
+1,198
1548
$976K ﹤0.01%
20,762
+4,469
1549
$976K ﹤0.01%
10,088
+1
1550
$973K ﹤0.01%
108,945
+41,978
60 61
62
63 64