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
1776
$724K ﹤0.01%
15,608
+5,471
1777
$721K ﹤0.01%
4,838
-38
1778
$720K ﹤0.01%
4,779
-141
1779
$720K ﹤0.01%
22,655
-1,068
1780
$720K ﹤0.01%
12,792
-8,429
1781
$718K ﹤0.01%
24,252
-663
1782
$715K ﹤0.01%
14,978
-579
1783
$713K ﹤0.01%
26,168
+14,797
1784
$713K ﹤0.01%
25,080
+11,818
1785
$709K ﹤0.01%
37,268
+14,735
1786
$707K ﹤0.01%
64,293
-6,600
1787
$707K ﹤0.01%
13,740
+202
1788
$705K ﹤0.01%
35,764
-6,007
1789
$702K ﹤0.01%
9,758
+738
1790
$700K ﹤0.01%
+4,916
1791
$700K ﹤0.01%
23,226
-2,100
1792
$698K ﹤0.01%
24,877
+1,091
1793
$698K ﹤0.01%
12,803
+490
1794
$697K ﹤0.01%
53,586
1795
$696K ﹤0.01%
41,852
+359
1796
$696K ﹤0.01%
34,505
-1,677
1797
$694K ﹤0.01%
20,041
-1
1798
$693K ﹤0.01%
27,696
-2,978
1799
$693K ﹤0.01%
13,495
-1,090
1800
$690K ﹤0.01%
25,602
-2,721
70 71
72
73 74