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
2151
$435K ﹤0.01%
8,338
-1,839
2152
$435K ﹤0.01%
9,298
-19,859
2153
$435K ﹤0.01%
4,056
-2,061
2154
$434K ﹤0.01%
98,866
+61,578
2155
$432K ﹤0.01%
24,646
-2,255
2156
$432K ﹤0.01%
68,858
+50
2157
$431K ﹤0.01%
3,800
-178
2158
$431K ﹤0.01%
15,895
-3,289
2159
$431K ﹤0.01%
25,627
+3,311
2160
$430K ﹤0.01%
+17,592
2161
$429K ﹤0.01%
6,302
-237
2162
$429K ﹤0.01%
3,209
+294
2163
$428K ﹤0.01%
7,290
+43
2164
$427K ﹤0.01%
5,878
-505
2165
$426K ﹤0.01%
8,629
+781
2166
$426K ﹤0.01%
8,010
+201
2167
$426K ﹤0.01%
43,249
-2,173
2168
$425K ﹤0.01%
15,249
+844
2169
$425K ﹤0.01%
7,350
+448
2170
$425K ﹤0.01%
4,113
+44
2171
$425K ﹤0.01%
34,395
+1,249
2172
$424K ﹤0.01%
19,743
+5,941
2173
$423K ﹤0.01%
53,733
-1,446
2174
$423K ﹤0.01%
9,948
-703
2175
$423K ﹤0.01%
11,786
+931
85 86
87
88 89