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
1576
$946K ﹤0.01%
3,495
-58
1577
$944K ﹤0.01%
13,052
-4
1578
$943K ﹤0.01%
3,557
+52
1579
$942K ﹤0.01%
31,238
+1,402
1580
$940K ﹤0.01%
20,262
+2,423
1581
$940K ﹤0.01%
7,712
-499
1582
$940K ﹤0.01%
22,357
-513
1583
$940K ﹤0.01%
3,146
-79
1584
$939K ﹤0.01%
26,448
+134
1585
$937K ﹤0.01%
45,174
+15,651
1586
$935K ﹤0.01%
26,956
1587
$935K ﹤0.01%
+33,070
1588
$934K ﹤0.01%
20,290
+7,303
1589
$934K ﹤0.01%
41,287
-519
1590
$934K ﹤0.01%
18,612
-4,631
1591
$933K ﹤0.01%
+12,633
1592
$933K ﹤0.01%
9,404
-210
1593
$932K ﹤0.01%
24,307
+2,619
1594
$931K ﹤0.01%
20,623
-5,672
1595
$929K ﹤0.01%
28,408
-1,500
1596
$928K ﹤0.01%
17,156
+304
1597
$925K ﹤0.01%
2,353
-659
1598
$922K ﹤0.01%
24,212
-17,702
1599
$922K ﹤0.01%
29,543
-1,254
1600
$922K ﹤0.01%
5,374
+130
62 63
64
65 66