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
376
$5.45M 0.05%
185,468
-1,662
377
$5.44M 0.05%
111,009
-23,857
378
$5.4M 0.05%
153,080
-40,529
379
$5.39M 0.05%
93,343
+6,105
380
$5.38M 0.05%
82,829
+8,217
381
$5.37M 0.05%
88,365
+458
382
$5.34M 0.05%
71,092
+2,590
383
$5.34M 0.05%
40,587
+964
384
$5.29M 0.05%
28,932
+839
385
$5.26M 0.05%
47,169
+22,891
386
$5.23M 0.05%
163,198
-4,370
387
$5.21M 0.05%
39,290
+3,530
388
$5.2M 0.05%
43,507
-2,553
389
$5.16M 0.05%
44,240
-13,429
390
$5.15M 0.05%
77,078
+4,118
391
$5.12M 0.05%
47,879
+2,043
392
$5.12M 0.05%
323,266
-7,357
393
$5.12M 0.04%
220,934
+11,829
394
$5.09M 0.04%
181,175
+16,225
395
$5.08M 0.04%
90,099
+6,500
396
$5.08M 0.04%
43,539
+319
397
$5.07M 0.04%
272,000
+46,069
398
$5.06M 0.04%
378,710
+10,842
399
$5.05M 0.04%
34,694
+6,155
400
$5.05M 0.04%
64,709
+1,041
14 15
16
17 18