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
1751
$748K ﹤0.01%
32,332
-9,740
1752
$747K ﹤0.01%
64,716
-236
1753
$746K ﹤0.01%
35,709
+578
1754
$746K ﹤0.01%
3,456
-729
1755
$746K ﹤0.01%
19,334
+3,884
1756
$743K ﹤0.01%
5,890
+101
1757
$742K ﹤0.01%
2,180
+29
1758
$742K ﹤0.01%
19,495
+293
1759
$741K ﹤0.01%
20,012
-157,933
1760
$741K ﹤0.01%
+8,499
1761
$738K ﹤0.01%
28,852
1762
$736K ﹤0.01%
7,292
-780
1763
$736K ﹤0.01%
56,449
+5,230
1764
$735K ﹤0.01%
11,055
-115
1765
$735K ﹤0.01%
63,283
+240
1766
$733K ﹤0.01%
28,888
-15,077
1767
$732K ﹤0.01%
35,162
-5,526
1768
$730K ﹤0.01%
6,724
+800
1769
$729K ﹤0.01%
22,375
+2,566
1770
$727K ﹤0.01%
43,401
+321
1771
$727K ﹤0.01%
24,268
-16,397
1772
$727K ﹤0.01%
34,448
+15,779
1773
$726K ﹤0.01%
28,146
+22,700
1774
$725K ﹤0.01%
18,324
+1,400
1775
$725K ﹤0.01%
19,328
-77
69 70
71
72 73