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
451
$4.51M 0.04%
89,387
+13,884
452
$4.51M 0.04%
133,154
+12,627
453
$4.51M 0.04%
316,187
+28,266
454
$4.49M 0.04%
88,347
+12,610
455
$4.49M 0.04%
12,073,080
456
$4.48M 0.04%
104,550
-16,653
457
$4.48M 0.04%
235,327
+13,760
458
$4.47M 0.04%
314,272
459
$4.47M 0.04%
57,166
+396
460
$4.46M 0.04%
29,884
+2,221
461
$4.46M 0.04%
126,682
+8,591
462
$4.44M 0.04%
31,672
+261
463
$4.43M 0.04%
95,153
+52,248
464
$4.43M 0.04%
79,830
-2,308
465
$4.42M 0.04%
49,691
-157
466
$4.4M 0.04%
+203,918
467
$4.37M 0.04%
146,258
+7,651
468
$4.36M 0.04%
80,696
-1,582
469
$4.36M 0.04%
184,860
-4,240
470
$4.35M 0.04%
91,827
+930
471
$4.35M 0.04%
277,379
+4,250
472
$4.35M 0.04%
108,485
-38,776
473
$4.34M 0.04%
300,405
+23,727
474
$4.34M 0.04%
+67,356
475
$4.34M 0.04%
103,356
-452
17 18
19
20 21