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
1801
$689K ﹤0.01%
20,160
-702
1802
$689K ﹤0.01%
19,204
+1,101
1803
$688K ﹤0.01%
27,069
+15,972
1804
$687K ﹤0.01%
18,354
+1,053
1805
$687K ﹤0.01%
5,333
-34
1806
$684K ﹤0.01%
52,610
-4,508
1807
$684K ﹤0.01%
19,483
+583
1808
$681K ﹤0.01%
75,259
-45,733
1809
$680K ﹤0.01%
12,921
-1,230
1810
$679K ﹤0.01%
20,815
+13,157
1811
$677K ﹤0.01%
16,654
+104
1812
$677K ﹤0.01%
8,381
-802
1813
$676K ﹤0.01%
111,506
+8,916
1814
$675K ﹤0.01%
9,494
-256
1815
$674K ﹤0.01%
22,618
+7,113
1816
$672K ﹤0.01%
31,224
+7,252
1817
$671K ﹤0.01%
8,674
-870
1818
$670K ﹤0.01%
5,153
+3,847
1819
$669K ﹤0.01%
13,407
-11,675
1820
$668K ﹤0.01%
10,779
-18,662
1821
$668K ﹤0.01%
21,895
+1,227
1822
$667K ﹤0.01%
23,061
+6,539
1823
$666K ﹤0.01%
10,346
+29
1824
$666K ﹤0.01%
8,350
1825
$666K ﹤0.01%
12,453
-356
71 72
73
74 75