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
276
$7.95M 0.07%
17,836
+193
277
$7.94M 0.07%
92,225
+954
278
$7.94M 0.07%
104,097
-6,884
279
$7.93M 0.07%
+72,959
280
$7.9M 0.07%
154,999
-7,632
281
$7.9M 0.07%
147,162
+7,944
282
$7.87M 0.07%
168,881
+8,941
283
$7.77M 0.07%
37,245
+9,845
284
$7.73M 0.07%
42,895
+22,942
285
$7.72M 0.07%
74,506
-2,773
286
$7.71M 0.07%
34,890
+2,895
287
$7.7M 0.07%
135,197
-12
288
$7.58M 0.07%
144,810
+25,070
289
$7.55M 0.07%
298,492
+45,006
290
$7.55M 0.07%
73,193
+1,667
291
$7.46M 0.07%
31,053
+1,679
292
$7.46M 0.07%
260,848
-4,596
293
$7.39M 0.06%
43,792
+94
294
$7.37M 0.06%
30,064
+2,046
295
$7.34M 0.06%
598,086
+47,376
296
$7.33M 0.06%
132,483
+2,373
297
$7.29M 0.06%
45,135
+1,119
298
$7.27M 0.06%
87,439
+4,343
299
$7.24M 0.06%
36,576
+5,365
300
$7.19M 0.06%
42,179
+731
10 11
12
13 14