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
326
$6.41M 0.06%
39,708
+1,247
327
$6.4M 0.06%
190,384
+2,067
328
$6.35M 0.06%
146,407
-15,207
329
$6.34M 0.06%
109,754
+18,008
330
$6.32M 0.06%
167,895
+313
331
$6.31M 0.06%
59,075
-8,599
332
$6.31M 0.06%
32,718
+1,807
333
$6.29M 0.06%
46,033
+2,206
334
$6.28M 0.06%
+41,382
335
$6.28M 0.06%
+394,401
336
$6.26M 0.05%
182,568
+3,880
337
$6.25M 0.05%
+124,171
338
$6.24M 0.05%
223,297
+34,403
339
$6.21M 0.05%
174,363
-5,924
340
$6.19M 0.05%
213,632
-13,226
341
$6.17M 0.05%
175,889
+28,873
342
$6.14M 0.05%
39,648
-2,582
343
$6.1M 0.05%
143,900
+1,200
344
$6.04M 0.05%
96,133
+13,406
345
$6.04M 0.05%
147,065
+225
346
$6.03M 0.05%
378,495
+113,380
347
$5.98M 0.05%
306,491
+12,203
348
$5.97M 0.05%
81,263
+1,446
349
$5.97M 0.05%
98,090
+9,075
350
$5.97M 0.05%
119,405
+2,869
12 13
14
15 16