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
2276
$373K ﹤0.01%
9,395
-1,705
2277
$373K ﹤0.01%
21,928
-367
2278
$373K ﹤0.01%
15,536
+4,869
2279
$370K ﹤0.01%
1,895
-2
2280
$370K ﹤0.01%
38,416
-1,666
2281
$369K ﹤0.01%
12,623
-525
2282
$369K ﹤0.01%
54,227
+4,869
2283
$369K ﹤0.01%
14,556
-1,791
2284
$369K ﹤0.01%
5,145
+130
2285
$368K ﹤0.01%
12,399
-963
2286
$368K ﹤0.01%
7,011
+1,122
2287
$368K ﹤0.01%
2,341
-205
2288
$366K ﹤0.01%
6,810
-342
2289
$366K ﹤0.01%
+9,520
2290
$366K ﹤0.01%
17,971
+788
2291
$365K ﹤0.01%
+18,221
2292
$365K ﹤0.01%
6,814
-463
2293
$365K ﹤0.01%
22,918
+1,583
2294
$364K ﹤0.01%
18,927
+6,260
2295
$364K ﹤0.01%
2,040
+327
2296
$364K ﹤0.01%
19,024
+565
2297
$364K ﹤0.01%
2,699
-361
2298
$363K ﹤0.01%
6,506
+397
2299
$362K ﹤0.01%
26,153
-1,895
2300
$362K ﹤0.01%
32,839
-2,000
90 91
92
93 94