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
1901
$607K ﹤0.01%
3,278
+201
1902
$604K ﹤0.01%
10,872
+2,202
1903
$604K ﹤0.01%
6,817
+493
1904
$602K ﹤0.01%
8,042
-46
1905
$602K ﹤0.01%
7,449
+2,234
1906
$602K ﹤0.01%
35,286
+1,707
1907
$598K ﹤0.01%
6,716
-711
1908
$598K ﹤0.01%
24,647
-688
1909
$598K ﹤0.01%
+21,498
1910
$597K ﹤0.01%
28,231
-6,895
1911
$596K ﹤0.01%
8,328
+650
1912
$596K ﹤0.01%
9,719
+26
1913
$595K ﹤0.01%
3,114
+408
1914
$595K ﹤0.01%
23,971
-2,352
1915
$595K ﹤0.01%
39,384
+1,564
1916
$594K ﹤0.01%
12,400
+4
1917
$592K ﹤0.01%
7,824
+866
1918
$592K ﹤0.01%
21,336
-1,033
1919
$589K ﹤0.01%
36,152
-15,717
1920
$589K ﹤0.01%
10,464
-971
1921
$586K ﹤0.01%
2,235
-1,327
1922
$585K ﹤0.01%
8,171
+870
1923
$585K ﹤0.01%
11,194
-789
1924
$585K ﹤0.01%
32,892
+4,630
1925
$584K ﹤0.01%
4,576
-418
75 76
77
78 79