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
1626
$893K ﹤0.01%
13,001
-29,358
1627
$892K ﹤0.01%
+20,582
1628
$891K ﹤0.01%
23,330
-2,080
1629
$891K ﹤0.01%
6,384
1630
$890K ﹤0.01%
14,461
-170
1631
$889K ﹤0.01%
1,912
1632
$888K ﹤0.01%
2,357
+20
1633
$886K ﹤0.01%
42,718
-1,229
1634
$885K ﹤0.01%
10,253
-1,412
1635
$884K ﹤0.01%
5,031
-145
1636
$881K ﹤0.01%
22,863
-74
1637
$881K ﹤0.01%
23,204
+12,009
1638
$881K ﹤0.01%
32,759
+15,847
1639
$879K ﹤0.01%
21,487
+2,626
1640
$876K ﹤0.01%
16,543
+584
1641
$875K ﹤0.01%
39,005
1642
$874K ﹤0.01%
53,934
+2,384
1643
$873K ﹤0.01%
28,340
-3,928
1644
$873K ﹤0.01%
18,057
+1,398
1645
$867K ﹤0.01%
65,803
+832
1646
$867K ﹤0.01%
38,080
+6,180
1647
$861K ﹤0.01%
8,840
-3,551
1648
$860K ﹤0.01%
27,526
+18,204
1649
$860K ﹤0.01%
21,137
-99
1650
$858K ﹤0.01%
56,107
+7,983
64 65
66
67 68