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
251
$9.09M 0.08%
123,246
+5,076
252
$9.03M 0.08%
251,493
+26,174
253
$8.99M 0.08%
118,429
-1,212
254
$8.89M 0.08%
177,350
+63,128
255
$8.84M 0.08%
42,667
+1,428
256
$8.73M 0.08%
61,471
-1,387
257
$8.72M 0.08%
199,289
-468
258
$8.66M 0.08%
267,782
+9,651
259
$8.64M 0.08%
139,505
+11,044
260
$8.62M 0.08%
343,023
-12,695
261
$8.61M 0.08%
160,136
+5,156
262
$8.58M 0.08%
144,570
+5,710
263
$8.57M 0.08%
86,158
+11,463
264
$8.54M 0.08%
90,947
+236
265
$8.36M 0.07%
312,845
+87,418
266
$8.27M 0.07%
296,475
+46,061
267
$8.26M 0.07%
291,184
-23,160
268
$8.21M 0.07%
86,683
+9,848
269
$8.19M 0.07%
299,181
-35,536
270
$8.04M 0.07%
+355,526
271
$8.02M 0.07%
347,436
-19,347
272
$8.01M 0.07%
73,691
+6,601
273
$7.99M 0.07%
118,816
+5,914
274
$7.98M 0.07%
551,717
-2,533
275
$7.95M 0.07%
152,053
-372
9 10
11
12 13