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
2401
$321K ﹤0.01%
9,024
-804
2402
$320K ﹤0.01%
14,011
+684
2403
$320K ﹤0.01%
12,524
-957
2404
$320K ﹤0.01%
5,451
+338
2405
$320K ﹤0.01%
19,121
+1,092
2406
$319K ﹤0.01%
1,656
+329
2407
$319K ﹤0.01%
4,553
+2
2408
$318K ﹤0.01%
+12,382
2409
$318K ﹤0.01%
4,077
+2
2410
$318K ﹤0.01%
2,105
+70
2411
$317K ﹤0.01%
4,444
+804
2412
$317K ﹤0.01%
11,452
-16,322
2413
$316K ﹤0.01%
+1,668
2414
$316K ﹤0.01%
7,942
+3,098
2415
$316K ﹤0.01%
19,265
-1,799
2416
$316K ﹤0.01%
2,707
-131
2417
$315K ﹤0.01%
23,714
+215
2418
$315K ﹤0.01%
4,035
-218
2419
$315K ﹤0.01%
3,851
+566
2420
$315K ﹤0.01%
9,080
+2,250
2421
$314K ﹤0.01%
19,463
-1,629
2422
$314K ﹤0.01%
10,823
-36,839
2423
$314K ﹤0.01%
7,070
+378
2424
$314K ﹤0.01%
3,440
+100
2425
$313K ﹤0.01%
6,162
-36
95 96
97
98 99