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
$11.4B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23.2M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.3M

Top Sells

1
+$28M
2
+$23.9M
3
+$18.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.32M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6M 0.09%
188,836
-30,290
227
$10.6M 0.09%
182,320
+15,987
228
$10.3M 0.09%
213,151
-5,635
229
$10.2M 0.09%
5,222
+94
230
$10.2M 0.09%
95,308
+5,865
231
$10.2M 0.09%
476,520
-37,907
232
$10.1M 0.09%
183,673
+8,595
233
$10.1M 0.09%
764,622
+92,904
234
$9.87M 0.09%
163,697
-244
235
$9.74M 0.09%
353,151
+7,144
236
$9.72M 0.09%
162,034
+28,638
237
$9.71M 0.09%
131,722
+2,185
238
$9.65M 0.08%
195,588
-56,444
239
$9.65M 0.08%
313,924
+621
240
$9.6M 0.08%
92,689
+249
241
$9.51M 0.08%
293,548
-39,806
242
$9.36M 0.08%
396,899
+293,278
243
$9.28M 0.08%
71,792
-249
244
$9.26M 0.08%
200,975
-23,343
245
$9.26M 0.08%
90,787
-25,164
246
$9.22M 0.08%
299,118
+9,324
247
$9.21M 0.08%
164,572
+11,564
248
$9.13M 0.08%
387,088
+238,062
249
$9.11M 0.08%
142,780
-101,497
250
$9.1M 0.08%
55,960
+3,725
8 9
10
11 12