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
1676
$831K ﹤0.01%
6,964
-200
1677
$830K ﹤0.01%
23,642
+225
1678
$829K ﹤0.01%
+4,848
1679
$827K ﹤0.01%
27,641
+439
1680
$827K ﹤0.01%
19,141
-6
1681
$827K ﹤0.01%
8,745
+2,441
1682
$826K ﹤0.01%
9,728
+1,821
1683
$826K ﹤0.01%
10,049
-155
1684
$825K ﹤0.01%
23,123
-9,626
1685
$824K ﹤0.01%
98,597
+11,015
1686
$822K ﹤0.01%
17,862
-545
1687
$818K ﹤0.01%
27,360
-551
1688
$814K ﹤0.01%
20,120
-2,431
1689
$814K ﹤0.01%
16,235
+3,079
1690
$814K ﹤0.01%
214,868
-22,266
1691
$813K ﹤0.01%
31,058
-580
1692
$812K ﹤0.01%
17,836
-231
1693
$811K ﹤0.01%
53,516
+520
1694
$810K ﹤0.01%
13,466
+3,275
1695
$806K ﹤0.01%
25,337
-2,405
1696
$805K ﹤0.01%
34,379
+316
1697
$805K ﹤0.01%
24,126
+7
1698
$805K ﹤0.01%
2,689
+67
1699
$804K ﹤0.01%
26,959
-1,518
1700
$804K ﹤0.01%
63,047
+1,080
66 67
68
69 70