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
2376
$334K ﹤0.01%
3,207
-2,347
2377
$333K ﹤0.01%
8,367
+954
2378
$333K ﹤0.01%
10,506
-429
2379
$333K ﹤0.01%
+12,939
2380
$332K ﹤0.01%
+6,759
2381
$331K ﹤0.01%
20,026
+2,042
2382
$330K ﹤0.01%
3,089
-357
2383
$329K ﹤0.01%
+3,783
2384
$329K ﹤0.01%
9,348
-765
2385
$328K ﹤0.01%
4,064
+316
2386
$327K ﹤0.01%
6,912
-887
2387
$327K ﹤0.01%
34,854
+4,813
2388
$327K ﹤0.01%
7,376
+196
2389
$327K ﹤0.01%
27,948
-3,398
2390
$326K ﹤0.01%
+12,541
2391
$324K ﹤0.01%
4,574
2392
$324K ﹤0.01%
2,853
-579
2393
$324K ﹤0.01%
12,127
-300
2394
$324K ﹤0.01%
27,392
+94
2395
$324K ﹤0.01%
4,916
+107
2396
$323K ﹤0.01%
20,861
+238
2397
$323K ﹤0.01%
16,819
-6,184
2398
$323K ﹤0.01%
12,957
-1,386
2399
$322K ﹤0.01%
15,933
+1,482
2400
$321K ﹤0.01%
18,640
-2,071
94 95
96
97 98