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
2326
$352K ﹤0.01%
4,568
-17
2327
$352K ﹤0.01%
70,552
+2,850
2328
$351K ﹤0.01%
20,361
-10,213
2329
$351K ﹤0.01%
16,380
-1,316
2330
$351K ﹤0.01%
3,419
+416
2331
$351K ﹤0.01%
6,603
+111
2332
$350K ﹤0.01%
29,274
-1,535
2333
$349K ﹤0.01%
14,249
-932
2334
$349K ﹤0.01%
2,936
+246
2335
$349K ﹤0.01%
560
-11
2336
$347K ﹤0.01%
5,497
-1,436
2337
$347K ﹤0.01%
3,558
+76
2338
$347K ﹤0.01%
15,011
-5,620
2339
$346K ﹤0.01%
4,273
-1,082
2340
$345K ﹤0.01%
8,807
-269
2341
$345K ﹤0.01%
+5,513
2342
$345K ﹤0.01%
25,777
-24
2343
$345K ﹤0.01%
13,938
+3,962
2344
$345K ﹤0.01%
18,598
+182
2345
$345K ﹤0.01%
8,462
+1,160
2346
$344K ﹤0.01%
3,861
-194
2347
$344K ﹤0.01%
+3,413
2348
$344K ﹤0.01%
13,239
-665
2349
$344K ﹤0.01%
+10,050
2350
$344K ﹤0.01%
12,290
92 93
94
95 96