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
2451
$304K ﹤0.01%
3,455
+163
2452
$304K ﹤0.01%
57,117
+11,692
2453
$304K ﹤0.01%
11,976
-349
2454
$303K ﹤0.01%
2,290
+99
2455
$303K ﹤0.01%
3,483
-4,136
2456
$303K ﹤0.01%
6,477
-20
2457
$303K ﹤0.01%
12,386
+2,169
2458
$302K ﹤0.01%
2,924
-128
2459
$302K ﹤0.01%
+15,327
2460
$302K ﹤0.01%
2,293
-179
2461
$302K ﹤0.01%
4,955
+434
2462
$301K ﹤0.01%
33,089
+1,878
2463
$301K ﹤0.01%
6,022
+14
2464
$301K ﹤0.01%
1,213
+98
2465
$301K ﹤0.01%
26,372
+11,595
2466
$300K ﹤0.01%
3,971
+271
2467
$299K ﹤0.01%
10,696
+3,411
2468
$299K ﹤0.01%
46,030
+2,649
2469
$299K ﹤0.01%
4,489
-258
2470
$299K ﹤0.01%
27,643
+8,570
2471
$299K ﹤0.01%
66,975
+3,185
2472
$298K ﹤0.01%
1,099
-23
2473
$298K ﹤0.01%
7,086
-2
2474
$298K ﹤0.01%
2,655
+107
2475
$298K ﹤0.01%
4,932
-731
97 98
99
100 101