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
1876
$623K ﹤0.01%
31,453
+3,748
1877
$621K ﹤0.01%
8,769
-311
1878
$621K ﹤0.01%
45,623
-1,335
1879
$620K ﹤0.01%
5,134
+11
1880
$620K ﹤0.01%
8,406
-29
1881
$617K ﹤0.01%
13,210
+76
1882
$617K ﹤0.01%
14,467
+2,351
1883
$617K ﹤0.01%
23,471
-3,985
1884
$616K ﹤0.01%
+14,631
1885
$616K ﹤0.01%
5,146
-10
1886
$616K ﹤0.01%
15,275
+4,462
1887
$614K ﹤0.01%
12,730
-4,058
1888
$613K ﹤0.01%
11,298
-69
1889
$612K ﹤0.01%
7,120
-162
1890
$611K ﹤0.01%
34,507
-1,321
1891
$611K ﹤0.01%
11,513
+2,995
1892
$611K ﹤0.01%
3,397
-248
1893
$610K ﹤0.01%
20,459
+1,400
1894
$610K ﹤0.01%
18,671
-299
1895
$610K ﹤0.01%
6,917
+1,024
1896
$609K ﹤0.01%
13,139
-135
1897
$609K ﹤0.01%
4,874
+136
1898
$608K ﹤0.01%
5,920
+29
1899
$607K ﹤0.01%
32,263
-28,937
1900
$607K ﹤0.01%
3,844
+42
74 75
76
77 78