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
1651
$858K ﹤0.01%
+28,493
1652
$857K ﹤0.01%
25,059
-29
1653
$852K ﹤0.01%
23,427
+886
1654
$850K ﹤0.01%
42,408
+15,526
1655
$850K ﹤0.01%
38,276
-157,956
1656
$850K ﹤0.01%
25,520
1657
$849K ﹤0.01%
10,307
+9
1658
$848K ﹤0.01%
33,855
-4,306
1659
$847K ﹤0.01%
28,899
+1,101
1660
$845K ﹤0.01%
12,453
+3,670
1661
$843K ﹤0.01%
44,043
+7,249
1662
$842K ﹤0.01%
11,591
-3,478
1663
$841K ﹤0.01%
10,265
+2,022
1664
$840K ﹤0.01%
86,237
-2,358
1665
$840K ﹤0.01%
63,124
+12,423
1666
$840K ﹤0.01%
19,005
+2,195
1667
$840K ﹤0.01%
3,175
-16
1668
$839K ﹤0.01%
44,103
+163
1669
$838K ﹤0.01%
49,024
-2,419
1670
$836K ﹤0.01%
36,895
+18,618
1671
$835K ﹤0.01%
19,728
-1,288
1672
$834K ﹤0.01%
18,805
+1,563
1673
$834K ﹤0.01%
43,832
-5,071
1674
$832K ﹤0.01%
147,436
+57,964
1675
$832K ﹤0.01%
86,410
-3,271
65 66
67
68 69