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
1726
$779K ﹤0.01%
4,375
1727
$777K ﹤0.01%
21,423
+1,491
1728
$777K ﹤0.01%
21,193
-254
1729
$776K ﹤0.01%
5,957
+121
1730
$775K ﹤0.01%
68,614
-61,236
1731
$773K ﹤0.01%
13,089
+10,204
1732
$770K ﹤0.01%
16,807
+96
1733
$769K ﹤0.01%
26,324
+508
1734
$769K ﹤0.01%
138,782
+5,438
1735
$768K ﹤0.01%
27,917
-3,565
1736
$767K ﹤0.01%
2,395
+202
1737
$766K ﹤0.01%
7,686
-342
1738
$766K ﹤0.01%
19,684
+13,420
1739
$765K ﹤0.01%
23,322
1740
$764K ﹤0.01%
30,509
-117,329
1741
$763K ﹤0.01%
43,803
-73
1742
$762K ﹤0.01%
8,258
-1,353
1743
$761K ﹤0.01%
13,160
+750
1744
$760K ﹤0.01%
24,258
+10,954
1745
$758K ﹤0.01%
28,219
-9,622
1746
$753K ﹤0.01%
33,329
-1,108
1747
$753K ﹤0.01%
6,411
-4,321
1748
$751K ﹤0.01%
137,792
-11,847
1749
$751K ﹤0.01%
34,397
+695
1750
$748K ﹤0.01%
+21,923
68 69
70
71 72