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
426
$4.79M 0.04%
74,410
-41,092
427
$4.78M 0.04%
133,918
+11,147
428
$4.76M 0.04%
70,427
-7,250
429
$4.75M 0.04%
31,945
+1,523
430
$4.74M 0.04%
28,807
+3,391
431
$4.72M 0.04%
31,884
+3,210
432
$4.72M 0.04%
109,143
+2,478
433
$4.7M 0.04%
156,651
+1,318
434
$4.69M 0.04%
39,651
-2,293
435
$4.67M 0.04%
70,686
-27,035
436
$4.65M 0.04%
45,658
+2,945
437
$4.64M 0.04%
225,303
+1,058
438
$4.62M 0.04%
53,207
+5,529
439
$4.62M 0.04%
33,231
+1,526
440
$4.62M 0.04%
123,152
+3,484
441
$4.62M 0.04%
52,736
+902
442
$4.61M 0.04%
25,167
+525
443
$4.58M 0.04%
167,246
+62,102
444
$4.58M 0.04%
+446,493
445
$4.56M 0.04%
89,602
+75,469
446
$4.56M 0.04%
216,392
-250,318
447
$4.53M 0.04%
47,925
-26,661
448
$4.53M 0.04%
87,752
-6,876
449
$4.52M 0.04%
95,388
+1,148
450
$4.52M 0.04%
209,456
+26,896
16 17
18
19 20