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
1551
$973K ﹤0.01%
12,136
+616
1552
$973K ﹤0.01%
31,644
-8,593
1553
$972K ﹤0.01%
11,949
-2,484
1554
$970K ﹤0.01%
10,480
-368
1555
$968K ﹤0.01%
24,503
+1,995
1556
$966K ﹤0.01%
83,308
+2,299
1557
$965K ﹤0.01%
55,140
+2,158
1558
$964K ﹤0.01%
9,235
+532
1559
$963K ﹤0.01%
85,350
-1,439
1560
$960K ﹤0.01%
41,977
+1,052
1561
$959K ﹤0.01%
92,011
+36,589
1562
$957K ﹤0.01%
32,090
-450
1563
$956K ﹤0.01%
7,966
-226
1564
$955K ﹤0.01%
24,695
1565
$955K ﹤0.01%
12,537
+5,803
1566
$955K ﹤0.01%
13,883
+751
1567
$954K ﹤0.01%
18,980
+3,276
1568
$952K ﹤0.01%
70,660
+800
1569
$952K ﹤0.01%
4,297
+1,196
1570
$952K ﹤0.01%
+28,056
1571
$949K ﹤0.01%
31,512
+1,604
1572
$949K ﹤0.01%
20,391
-1,668
1573
$949K ﹤0.01%
18,494
-1,290
1574
$948K ﹤0.01%
14,995
-140
1575
$948K ﹤0.01%
5,601
-3,378
61 62
63
64 65