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
2126
$448K ﹤0.01%
33,500
2127
$447K ﹤0.01%
16,042
2128
$447K ﹤0.01%
8,088
-924
2129
$447K ﹤0.01%
1,924
+267
2130
$446K ﹤0.01%
11,884
+2,945
2131
$445K ﹤0.01%
6,841
-876
2132
$445K ﹤0.01%
24,640
-193
2133
$445K ﹤0.01%
28,021
-1,979
2134
$444K ﹤0.01%
14,008
-1,721
2135
$443K ﹤0.01%
18,022
-1,276
2136
$443K ﹤0.01%
8,243
+3,010
2137
$442K ﹤0.01%
9,535
-768
2138
$442K ﹤0.01%
52,911
-8,750
2139
$441K ﹤0.01%
11,954
-1,302
2140
$440K ﹤0.01%
8,072
+1,721
2141
$440K ﹤0.01%
2,932
-329
2142
$439K ﹤0.01%
21,626
+1,138
2143
$438K ﹤0.01%
27,650
+1,284
2144
$438K ﹤0.01%
+23,180
2145
$437K ﹤0.01%
38,708
-25,130
2146
$437K ﹤0.01%
11,938
+764
2147
$437K ﹤0.01%
7,967
-3,054
2148
$437K ﹤0.01%
11,218
-1,860
2149
$435K ﹤0.01%
3,645
-352
2150
$435K ﹤0.01%
3,623
-516
84 85
86
87 88