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
1926
$584K ﹤0.01%
49,650
-1,700
1927
$583K ﹤0.01%
2,832
+828
1928
$583K ﹤0.01%
14,011
+350
1929
$582K ﹤0.01%
19,483
1930
$579K ﹤0.01%
13,233
+1
1931
$579K ﹤0.01%
33,125
+4,067
1932
$579K ﹤0.01%
13,875
+3,670
1933
$579K ﹤0.01%
72,121
+16,007
1934
$578K ﹤0.01%
18,848
-2,198
1935
$578K ﹤0.01%
6,646
+501
1936
$577K ﹤0.01%
1,803
-36
1937
$577K ﹤0.01%
7,352
-1,489
1938
$577K ﹤0.01%
3,399
-1,331
1939
$575K ﹤0.01%
17,136
+3,611
1940
$573K ﹤0.01%
10,196
-1,393
1941
$572K ﹤0.01%
15,334
-1,437
1942
$572K ﹤0.01%
43,658
-542
1943
$571K ﹤0.01%
18,806
+9,705
1944
$569K ﹤0.01%
27,941
-119
1945
$568K ﹤0.01%
23,012
+4,504
1946
$567K ﹤0.01%
17,659
-1,633
1947
$567K ﹤0.01%
5,484
-435
1948
$567K ﹤0.01%
28,561
-4,280
1949
$567K ﹤0.01%
22,919
+1,121
1950
$567K ﹤0.01%
11,725
-1,041
76 77
78
79 80