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
2076
$490K ﹤0.01%
8,225
+159
2077
$489K ﹤0.01%
22,501
+2,653
2078
$488K ﹤0.01%
20,121
-742
2079
$488K ﹤0.01%
29,303
+4,844
2080
$487K ﹤0.01%
20,427
+1,257
2081
$485K ﹤0.01%
+67,066
2082
$485K ﹤0.01%
14,218
+4,236
2083
$485K ﹤0.01%
3,503
-292
2084
$483K ﹤0.01%
1,086
-30
2085
$483K ﹤0.01%
15,504
-271
2086
$482K ﹤0.01%
34,885
+1,200
2087
$482K ﹤0.01%
27,371
+1,470
2088
$480K ﹤0.01%
4,996
+343
2089
$476K ﹤0.01%
14,011
-32
2090
$473K ﹤0.01%
16,804
-33
2091
$473K ﹤0.01%
34,758
-179
2092
$473K ﹤0.01%
9,454
-7,607
2093
$473K ﹤0.01%
127,132
+8,578
2094
$472K ﹤0.01%
17,037
-2,868
2095
$472K ﹤0.01%
10,803
-435
2096
$469K ﹤0.01%
21,089
-8,609
2097
$469K ﹤0.01%
4,509
+1,659
2098
$469K ﹤0.01%
17,277
+7,725
2099
$467K ﹤0.01%
7,894
-49
2100
$467K ﹤0.01%
7,272
+290
82 83
84
85 86