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
301
$7.17M 0.06%
79,084
-3,766
302
$7.11M 0.06%
128,474
-496
303
$7.1M 0.06%
230,098
+32,184
304
$7.05M 0.06%
235,085
+21,227
305
$6.96M 0.06%
61,501
+1,066
306
$6.95M 0.06%
583,718
+19,167
307
$6.91M 0.06%
35,913
+1,084
308
$6.86M 0.06%
280,085
+23,894
309
$6.82M 0.06%
23,399
-1,098
310
$6.81M 0.06%
199,283
+29,722
311
$6.78M 0.06%
140,580
+12,890
312
$6.75M 0.06%
+94,613
313
$6.74M 0.06%
126,252
-29,884
314
$6.7M 0.06%
105,686
-8,467
315
$6.63M 0.06%
149,683
+4,182
316
$6.6M 0.06%
348,642
+28,370
317
$6.57M 0.06%
625,530
+12,488
318
$6.57M 0.06%
93,851
-3,043
319
$6.57M 0.06%
95,097
-569
320
$6.57M 0.06%
367,360
+29,850
321
$6.5M 0.06%
130,198
+33,847
322
$6.46M 0.06%
30,545
-8,567
323
$6.45M 0.06%
+462,302
324
$6.43M 0.06%
+134,880
325
$6.42M 0.06%
108,361
-38,742
11 12
13
14 15