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
2201
$408K ﹤0.01%
28,363
-4,902
2202
$408K ﹤0.01%
11,927
+1,982
2203
$408K ﹤0.01%
29,802
2204
$408K ﹤0.01%
68,374
-1,970
2205
$407K ﹤0.01%
15,105
-441
2206
$406K ﹤0.01%
3,885
-105
2207
$406K ﹤0.01%
16,304
+1,143
2208
$406K ﹤0.01%
13,321
-7,185
2209
$405K ﹤0.01%
14,278
-14,708
2210
$405K ﹤0.01%
18,446
+3,280
2211
$404K ﹤0.01%
39,549
-4,088
2212
$403K ﹤0.01%
4,668
-336
2213
$401K ﹤0.01%
7,284
-515
2214
$401K ﹤0.01%
42,790
-44,648
2215
$401K ﹤0.01%
6,542
-2,738
2216
$400K ﹤0.01%
9,562
-38,688
2217
$399K ﹤0.01%
12,100
+77
2218
$399K ﹤0.01%
12,338
+2,175
2219
$398K ﹤0.01%
32,545
+8,031
2220
$398K ﹤0.01%
12,727
+2,853
2221
$398K ﹤0.01%
23,116
+1,302
2222
$397K ﹤0.01%
+5,358
2223
$397K ﹤0.01%
26,113
+1,794
2224
$397K ﹤0.01%
7,099
-49
2225
$396K ﹤0.01%
6,909
+473
87 88
89
90 91