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
1701
$803K ﹤0.01%
38,258
+9,252
1702
$803K ﹤0.01%
29,301
-3,040
1703
$803K ﹤0.01%
48,814
+615
1704
$801K ﹤0.01%
+42,381
1705
$801K ﹤0.01%
16,390
-1,569
1706
$800K ﹤0.01%
59,377
+1,800
1707
$800K ﹤0.01%
42,335
-963
1708
$798K ﹤0.01%
35,943
+6,450
1709
$797K ﹤0.01%
27,054
+29
1710
$794K ﹤0.01%
35,656
+6,667
1711
$792K ﹤0.01%
11,307
-3,047
1712
$792K ﹤0.01%
16,469
+305
1713
$791K ﹤0.01%
+36,360
1714
$791K ﹤0.01%
39,901
+477
1715
$790K ﹤0.01%
2,920
-297
1716
$789K ﹤0.01%
19,106
-42
1717
$789K ﹤0.01%
6,756
+1,141
1718
$788K ﹤0.01%
50,442
-10,474
1719
$785K ﹤0.01%
25,637
-80
1720
$784K ﹤0.01%
29,662
+3,316
1721
$784K ﹤0.01%
6,740
+565
1722
$783K ﹤0.01%
68,144
+4,029
1723
$783K ﹤0.01%
30,576
-56
1724
$781K ﹤0.01%
+37,324
1725
$781K ﹤0.01%
34,467
+300
67 68
69
70 71