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
401
$5.04M 0.04%
151,398
+15,827
402
$5.03M 0.04%
172,970
+94,750
403
$5M 0.04%
329,699
+2,518
404
$4.99M 0.04%
61,314
+26,013
405
$4.98M 0.04%
91,789
+29,763
406
$4.98M 0.04%
43,846
+2,360
407
$4.96M 0.04%
39,124
+5,414
408
$4.96M 0.04%
129,530
+730
409
$4.96M 0.04%
125,636
+21,038
410
$4.95M 0.04%
13,197
-629
411
$4.94M 0.04%
362,574
+11,152
412
$4.94M 0.04%
185,850
-11,625
413
$4.91M 0.04%
96,176
+2,836
414
$4.9M 0.04%
27,240
+1,719
415
$4.89M 0.04%
63,335
+32,749
416
$4.87M 0.04%
51,151
-4,772
417
$4.86M 0.04%
48,063
+9,431
418
$4.85M 0.04%
501,924
-30,063
419
$4.84M 0.04%
18,199
+857
420
$4.84M 0.04%
140,531
-19,496
421
$4.84M 0.04%
30,924
-2,318
422
$4.83M 0.04%
117,927
+11,728
423
$4.82M 0.04%
23,261
+981
424
$4.81M 0.04%
48,298
+33,736
425
$4.8M 0.04%
89,938
+19,254
15 16
17
18 19