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
1851
$643K ﹤0.01%
3,845
-410
1852
$643K ﹤0.01%
22,591
+2,617
1853
$643K ﹤0.01%
43,356
+2,150
1854
$641K ﹤0.01%
5,886
1855
$641K ﹤0.01%
19,441
+3,700
1856
$639K ﹤0.01%
23,498
-1,401
1857
$638K ﹤0.01%
164,498
-3,818
1858
$637K ﹤0.01%
6,630
+2,345
1859
$637K ﹤0.01%
13,782
-7,930
1860
$637K ﹤0.01%
25,148
-16,110
1861
$635K ﹤0.01%
33,190
+1,598
1862
$635K ﹤0.01%
15,553
+4,982
1863
$635K ﹤0.01%
18,249
+2,143
1864
$634K ﹤0.01%
62,947
+7,365
1865
$632K ﹤0.01%
+13,659
1866
$631K ﹤0.01%
17,094
+236
1867
$631K ﹤0.01%
13,975
-4,777
1868
$630K ﹤0.01%
25,028
-3,855
1869
$629K ﹤0.01%
3,332
-1,212
1870
$628K ﹤0.01%
79,986
+8,524
1871
$627K ﹤0.01%
11,274
+1,596
1872
$626K ﹤0.01%
3,355
+285
1873
$626K ﹤0.01%
44,151
+1,850
1874
$624K ﹤0.01%
36,602
-64,177
1875
$624K ﹤0.01%
31,113
-38,942
73 74
75
76 77