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
1951
$566K ﹤0.01%
26,367
-786
1952
$566K ﹤0.01%
16,867
-2,407
1953
$566K ﹤0.01%
+1,168
1954
$563K ﹤0.01%
26,477
+3,635
1955
$562K ﹤0.01%
40,437
+1,266
1956
$562K ﹤0.01%
36,590
+2,184
1957
$561K ﹤0.01%
+23,589
1958
$558K ﹤0.01%
9,904
-444
1959
$558K ﹤0.01%
57,242
+14,733
1960
$556K ﹤0.01%
32,396
-3,933
1961
$556K ﹤0.01%
+15,447
1962
$555K ﹤0.01%
13,589
-788
1963
$554K ﹤0.01%
35,599
+1,300
1964
$553K ﹤0.01%
13,885
-1,900
1965
$551K ﹤0.01%
22,400
+600
1966
$551K ﹤0.01%
6,662
-272
1967
$550K ﹤0.01%
9,420
+321
1968
$550K ﹤0.01%
10,748
+2,804
1969
$550K ﹤0.01%
16,913
+1,680
1970
$549K ﹤0.01%
12,043
-1,224
1971
$549K ﹤0.01%
1,933
-205
1972
$549K ﹤0.01%
39,794
+3,847
1973
$547K ﹤0.01%
8,076
+3,942
1974
$547K ﹤0.01%
7,631
+45
1975
$546K ﹤0.01%
55,147
+1,908
77 78
79
80 81