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
2426
$313K ﹤0.01%
+8,185
2427
$312K ﹤0.01%
5,499
+45
2428
$311K ﹤0.01%
2,111
+770
2429
$311K ﹤0.01%
15,299
-2,850
2430
$311K ﹤0.01%
85,890
+11
2431
$311K ﹤0.01%
18,964
-3,334
2432
$311K ﹤0.01%
4,904
-2,366
2433
$311K ﹤0.01%
6,732
-32,530
2434
$310K ﹤0.01%
18,141
+21
2435
$310K ﹤0.01%
9,497
+2,837
2436
$309K ﹤0.01%
17,725
+1,957
2437
$309K ﹤0.01%
10,452
+83
2438
$309K ﹤0.01%
11,088
-124,924
2439
$308K ﹤0.01%
+3,760
2440
$308K ﹤0.01%
6,118
-1,791
2441
$308K ﹤0.01%
23,138
-2,337
2442
$307K ﹤0.01%
3,634
-2,173
2443
$307K ﹤0.01%
7,000
+256
2444
$306K ﹤0.01%
9,040
+546
2445
$306K ﹤0.01%
1,041
+61
2446
$306K ﹤0.01%
4,758
+3
2447
$306K ﹤0.01%
24,687
2448
$305K ﹤0.01%
3,062
+404
2449
$305K ﹤0.01%
11,837
+2,306
2450
$304K ﹤0.01%
+1,705
96 97
98
99 100