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
2176
$422K ﹤0.01%
6,417
+494
2177
$422K ﹤0.01%
3,440
+79
2178
$420K ﹤0.01%
4,407
+258
2179
$419K ﹤0.01%
5,700
+845
2180
$418K ﹤0.01%
5,899
-12,054
2181
$418K ﹤0.01%
+11,979
2182
$417K ﹤0.01%
17,507
+2,821
2183
$416K ﹤0.01%
63,017
-4,447
2184
$416K ﹤0.01%
4,547
+1,627
2185
$416K ﹤0.01%
1,987
-94
2186
$416K ﹤0.01%
20,082
-2,872
2187
$415K ﹤0.01%
49,797
-3,265
2188
$415K ﹤0.01%
2,082
+85
2189
$414K ﹤0.01%
17,278
-6,424
2190
$413K ﹤0.01%
9,764
+1,105
2191
$413K ﹤0.01%
43,158
+314
2192
$413K ﹤0.01%
6,852
+1,546
2193
$413K ﹤0.01%
6,320
-447
2194
$412K ﹤0.01%
5,140
+99
2195
$412K ﹤0.01%
+11,209
2196
$412K ﹤0.01%
28,007
-5,498
2197
$412K ﹤0.01%
16,225
-1,785
2198
$411K ﹤0.01%
1,639
+132
2199
$411K ﹤0.01%
37,197
+11,525
2200
$410K ﹤0.01%
3,573
-41
86 87
88
89 90