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
2051
$504K ﹤0.01%
50,300
+273
2052
$503K ﹤0.01%
34,497
-6,953
2053
$503K ﹤0.01%
24,042
+25
2054
$502K ﹤0.01%
23,682
+1,051
2055
$501K ﹤0.01%
4,038
-2,337
2056
$500K ﹤0.01%
8,328
+276
2057
$499K ﹤0.01%
2,611
+650
2058
$499K ﹤0.01%
10,130
+174
2059
$499K ﹤0.01%
16,152
-16,171
2060
$499K ﹤0.01%
7,048
-4,176
2061
$498K ﹤0.01%
8,832
+3,326
2062
$497K ﹤0.01%
2,457
+344
2063
$497K ﹤0.01%
9,807
+3,176
2064
$496K ﹤0.01%
17,680
+250
2065
$496K ﹤0.01%
10,056
+977
2066
$495K ﹤0.01%
11,799
-19,903
2067
$494K ﹤0.01%
25,831
+13,417
2068
$493K ﹤0.01%
6,316
-17,943
2069
$492K ﹤0.01%
18,214
+5,448
2070
$491K ﹤0.01%
9,821
+123
2071
$491K ﹤0.01%
4,797
+650
2072
$491K ﹤0.01%
20,306
2073
$490K ﹤0.01%
18,896
-181
2074
$490K ﹤0.01%
12,250
-360
2075
$490K ﹤0.01%
13,256
+1,044
81 82
83
84 85