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
1601
$920K ﹤0.01%
27,914
+2,040
1602
$918K ﹤0.01%
8,014
-4,598
1603
$917K ﹤0.01%
46,486
-964
1604
$916K ﹤0.01%
44,375
+2,183
1605
$914K ﹤0.01%
18,789
-650
1606
$913K ﹤0.01%
49,266
+32,448
1607
$913K ﹤0.01%
50,670
+1,196
1608
$912K ﹤0.01%
14,982
-150
1609
$911K ﹤0.01%
38,700
+1,583
1610
$910K ﹤0.01%
54,979
+18,346
1611
$910K ﹤0.01%
27,178
-145,206
1612
$908K ﹤0.01%
35,710
-249
1613
$907K ﹤0.01%
17,500
+3,661
1614
$907K ﹤0.01%
10,234
-106
1615
$906K ﹤0.01%
25,118
-9,681
1616
$905K ﹤0.01%
44,256
+18,677
1617
$905K ﹤0.01%
31,878
+105
1618
$904K ﹤0.01%
4,124
-1,144
1619
$903K ﹤0.01%
65,716
+244
1620
$898K ﹤0.01%
12,649
+9,024
1621
$898K ﹤0.01%
38,583
-3,737
1622
$896K ﹤0.01%
21,865
-3,275
1623
$894K ﹤0.01%
18,400
+1,346
1624
$893K ﹤0.01%
2,263
-5,643
1625
$893K ﹤0.01%
35,278
-4,403
63 64
65
66 67