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
351
$5.96M 0.05%
98,577
+3,506
352
$5.94M 0.05%
193,149
+65,925
353
$5.87M 0.05%
180,238
+36,247
354
$5.85M 0.05%
96,590
+896
355
$5.82M 0.05%
78,947
+1,551
356
$5.8M 0.05%
74,782
+12,810
357
$5.8M 0.05%
163,674
-186
358
$5.76M 0.05%
131,231
+8,308
359
$5.74M 0.05%
78,640
+1,083
360
$5.73M 0.05%
114,910
+20,654
361
$5.72M 0.05%
200,641
+28,872
362
$5.72M 0.05%
103,419
+2,731
363
$5.7M 0.05%
237,831
-19,506
364
$5.67M 0.05%
76,529
+3,288
365
$5.59M 0.05%
68,170
+5,508
366
$5.59M 0.05%
114,358
-3,743
367
$5.58M 0.05%
175,337
+72,683
368
$5.58M 0.05%
+392,830
369
$5.55M 0.05%
94,389
+10,899
370
$5.5M 0.05%
98,672
+301
371
$5.49M 0.05%
182,454
-102,779
372
$5.49M 0.05%
22,243
-266
373
$5.49M 0.05%
110,786
-9,642
374
$5.46M 0.05%
60,874
+1,351
375
$5.45M 0.05%
57,720
+1,404
13 14
15
16 17