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
2226
$396K ﹤0.01%
18,286
-1,041
2227
$395K ﹤0.01%
6,120
+1,545
2228
$394K ﹤0.01%
7,885
+1,626
2229
$394K ﹤0.01%
7,040
+456
2230
$394K ﹤0.01%
15,106
-2,726
2231
$394K ﹤0.01%
16,089
+1,175
2232
$393K ﹤0.01%
15,471
+206
2233
$392K ﹤0.01%
13,488
+465
2234
$391K ﹤0.01%
11,437
+2
2235
$391K ﹤0.01%
19,858
+9
2236
$391K ﹤0.01%
4,908
-388
2237
$390K ﹤0.01%
8,035
-14,319
2238
$390K ﹤0.01%
284,471
-2,150
2239
$389K ﹤0.01%
+7,053
2240
$389K ﹤0.01%
11,484
-3,700
2241
$387K ﹤0.01%
9,400
-146
2242
$386K ﹤0.01%
13,027
+487
2243
$386K ﹤0.01%
5,971
+168
2244
$386K ﹤0.01%
4,517
+1,308
2245
$386K ﹤0.01%
+16,854
2246
$386K ﹤0.01%
38,199
-124,973
2247
$385K ﹤0.01%
9,649
-328
2248
$384K ﹤0.01%
5,551
-294
2249
$384K ﹤0.01%
22,694
-298
2250
$384K ﹤0.01%
11,044
+3,284
88 89
90
91 92