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
1826
$665K ﹤0.01%
6,437
-39
1827
$664K ﹤0.01%
29,719
-6,257
1828
$663K ﹤0.01%
52,605
+2,591
1829
$661K ﹤0.01%
1,952
-24
1830
$661K ﹤0.01%
26,060
-832
1831
$659K ﹤0.01%
20,628
+12,960
1832
$659K ﹤0.01%
5,670
-30
1833
$657K ﹤0.01%
16,384
+722
1834
$655K ﹤0.01%
13,846
-6,825
1835
$655K ﹤0.01%
7,496
+2
1836
$654K ﹤0.01%
17,577
+134
1837
$654K ﹤0.01%
18,624
-3,148
1838
$652K ﹤0.01%
20,085
-55,319
1839
$652K ﹤0.01%
2,474
+695
1840
$650K ﹤0.01%
18,278
+7,654
1841
$649K ﹤0.01%
18,748
+1,253
1842
$648K ﹤0.01%
19,565
-1,870
1843
$648K ﹤0.01%
2,431
+34
1844
$648K ﹤0.01%
13,963
+4,545
1845
$647K ﹤0.01%
25,317
-2,144
1846
$645K ﹤0.01%
8,219
+1,324
1847
$644K ﹤0.01%
14,790
+4,270
1848
$644K ﹤0.01%
84,344
-932
1849
$643K ﹤0.01%
78,845
-21,803
1850
$643K ﹤0.01%
4,731
+2,261
72 73
74
75 76