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
2251
$384K ﹤0.01%
3,091
+355
2252
$384K ﹤0.01%
2,853
+964
2253
$383K ﹤0.01%
3,886
-94
2254
$383K ﹤0.01%
16,566
+5,772
2255
$382K ﹤0.01%
9,597
-4,913
2256
$382K ﹤0.01%
13,856
2257
$382K ﹤0.01%
4,130
-1,201
2258
$381K ﹤0.01%
+5,259
2259
$381K ﹤0.01%
+6,203
2260
$381K ﹤0.01%
23,543
-184
2261
$380K ﹤0.01%
13,657
-2,432
2262
$379K ﹤0.01%
2,543
+115
2263
$379K ﹤0.01%
29,639
-4,695
2264
$377K ﹤0.01%
11,440
+3,905
2265
$377K ﹤0.01%
24,175
+2,019
2266
$377K ﹤0.01%
7,641
+1,889
2267
$377K ﹤0.01%
7,609
+2,256
2268
$376K ﹤0.01%
25,819
-18
2269
$376K ﹤0.01%
6,144
+402
2270
$375K ﹤0.01%
+14,973
2271
$375K ﹤0.01%
23,017
-761
2272
$374K ﹤0.01%
4,038
+143
2273
$374K ﹤0.01%
1,865
-159
2274
$374K ﹤0.01%
+3,249
2275
$373K ﹤0.01%
+1,874
89 90
91
92 93