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
2351
$343K ﹤0.01%
3,802
-157
2352
$342K ﹤0.01%
1,207
-58
2353
$342K ﹤0.01%
2,945
+101
2354
$342K ﹤0.01%
39,310
-2,041
2355
$342K ﹤0.01%
25,175
2356
$341K ﹤0.01%
9,482
+1
2357
$340K ﹤0.01%
3,971
+142
2358
$340K ﹤0.01%
13,237
-12,452
2359
$338K ﹤0.01%
46,825
+3,048
2360
$338K ﹤0.01%
24,644
-179
2361
$338K ﹤0.01%
16,270
-1,112
2362
$337K ﹤0.01%
7,175
-236
2363
$337K ﹤0.01%
4,866
+1,455
2364
$337K ﹤0.01%
8,926
-227
2365
$337K ﹤0.01%
20,822
-1,192
2366
$336K ﹤0.01%
17,939
+5,020
2367
$336K ﹤0.01%
6,487
+1,039
2368
$336K ﹤0.01%
13,423
-3,173
2369
$336K ﹤0.01%
7,531
+8
2370
$335K ﹤0.01%
1,895
-357
2371
$335K ﹤0.01%
33,274
+73
2372
$335K ﹤0.01%
3,904
+435
2373
$335K ﹤0.01%
41,816
-2,082
2374
$335K ﹤0.01%
+10,417
2375
$334K ﹤0.01%
23,751
+4,315
93 94
95
96 97