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
2301
$361K ﹤0.01%
9,368
-139
2302
$361K ﹤0.01%
14,655
+1,099
2303
$361K ﹤0.01%
33,968
+6,842
2304
$361K ﹤0.01%
50,084
-10,110
2305
$361K ﹤0.01%
8,086
-9,305
2306
$360K ﹤0.01%
4,732
-40
2307
$360K ﹤0.01%
+6,836
2308
$360K ﹤0.01%
23,273
-1,601
2309
$360K ﹤0.01%
51,616
-3,677
2310
$359K ﹤0.01%
13,642
-60
2311
$359K ﹤0.01%
+1,622
2312
$358K ﹤0.01%
11,680
+1,054
2313
$356K ﹤0.01%
11,687
-382
2314
$356K ﹤0.01%
5,379
+2,083
2315
$356K ﹤0.01%
20,952
-233
2316
$356K ﹤0.01%
5,403
-4,283
2317
$356K ﹤0.01%
+5,840
2318
$355K ﹤0.01%
+11,977
2319
$355K ﹤0.01%
49,586
+14,806
2320
$355K ﹤0.01%
9,514
+550
2321
$355K ﹤0.01%
+6,573
2322
$354K ﹤0.01%
36,432
+14,095
2323
$354K ﹤0.01%
+6,404
2324
$354K ﹤0.01%
11,152
+625
2325
$353K ﹤0.01%
13,573
-2,618
91 92
93
94 95